Find and run a report

Transcript

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1. 0:01

   Welcome to FlairSuite. In this short video, we will find a report, choose what it should show, run it, and read the results.

2. 0:10

   First, sign in with your username and password.

3. 0:17

   Reports open from the page icon in the top bar. On the left is every report you can use, grouped in folders. The Templates folder holds the reports that come ready-made with FlairSuite.

4. 0:29

   There are many reports, so the quickest way to find one is to search. Type part of its name, here balance sheet, and click the report to open it.

5. 0:38

   Each report has its own options at the top. For the balance sheet, choose whether to see it month by month or year by year, and the date range it should cover.

6. 0:47

   Click Run. The results appear below, grouped into assets, liabilities and equity, with each account's balance and the totals for each group.

7. 0:57

   To share the results or keep a copy, use the PDF and Excel buttons at the top right.

8. 1:03

   That's it. Search for a report, choose its options, click Run, and export it when you need to. Thank you for watching.