Reports – Select, Preview, & Print

Owned by Cory Lyle
Last updated: Sept 09, 2022
2 min read

1. Open eGenuity software

2. Select Business Management from top panel menu

3. Select My Reporting from left panel menu

4. Click on the Report icon



a. Select Report Title from the Menu

b. Select Period from drop-down menu

OR

c. Start Date: Select desired start date from the drop-down calendar

d. End Date: Select desired end date from the drop-down calendar

e. Select or deselect Store(s)

f. Select or deselect desired options, if applicable:

i. Show Detail: Shows details on reports

ii. Show Store Subtotals: Reports include Store subtotal(s)

iii. Show Chain Subtotals: Reports include Chain(s)

g. Click on desired option:

i. Explore: Opens report in spreadsheet style layout that allows customization before printing

ii. Preview: Opens report in print preview window

iii. Print: Sends report to designated printer