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How To Open Bookkeeping Reports

Overview:


A Bookkeeping Report is the detailed list of all notifications raised within the last 24 hours by each enabled Bookkeeping Rule managed by your Level Copilot.


Steps:


There are two methods to opening a Bookkeeping Report.


1. Hover mouse over any dot on the interactive chart. Click on the dot to open the detailed Bookkeeping Report summary for that date.


2. Click on a report listed in the Bookkeeping Reports feed. Each report is listed by date followed by the number of notifications detected on that date.


The detailed Bookkeeping Report will open as a new page with easy capabilities to switch between the report and the dashboard.



Summary:


Two options to open a detailed Bookkeeping Report as a new page:


1. Hover over a dot on the chart and click to open the detailed report summary for that date.


2. Click on a report in the Bookkeeping Reports feed, listed by date and number of notifications.





Related Resources:




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