Reports are a convenient way to review summaries or detailed tables of your organization’s performance. The SkySlope Books report generator allows you to create highly customized reports covering multiple angles of your business. Any reports created in your personal SkySlope Books account will be for your eyes only. Each user can create their own reports.
1. In the left navigation menu, go to Reporting, then select Detailed Reports.
2. Click the Create Report button at the top right of your screen.
3. This opens a section on your screen where you can choose your report type and parameters. Select the type of General or Financial Report.
- General Reports include Progress Reports, Summary Transactions, Source of Business, Sales, Agent Performance, and more.
- Financial Reports include P&L, Balance Sheet, Cashflow Statements, and more.
4. Based on the report type you choose, you will be asked to enter values for the different parameters. Continue to select the particulars and click Next to move forward.
5. Once you've selected all of the parameters, click Run Report.
6. You will now have generated your custom report. You can download it as a PDF, save it in Reports, or edit it. If you do not click "save", your report will not appear in "all reports."
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