How Do I Print a Financial Report?

Navigation: Financials > Payment Reports

In some circumstances, you may wish to print your payment reports, so you can view them offline - to find out how to do this, follow the steps below: 

Payment Reports 

Step 1: In order to print reports, you first need to go to ‘Financials’ > ‘Payment reports’.

Step 2: You can print a report of the details you see on the page displayed by clicking on the ‘Print’ icon near the top of the page. This will open a new tab in your browser with a preview of your report. Click ‘Print’ in the top left-hand corner of the page.

Step 3: In some instances, you may be viewing a more detailed report for example ‘Paid-to-date’ and there is no ‘Print’ icon. If this is the case to print the report you need to hover over the ‘Actions’ icon and select ‘Print’. Again, this will open a new tab in your browser with a preview of your report. Click ‘Print’ in the top left hand corner of the page.

Once you follow these instructions you will have successfully printed a report.