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 open 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:
Walkthrough Video