To generate a report, click the “generate” button located in the toolbar of the report details panel. You will be prompted to select which account(s) should be used, followed by a date filter so that you can select only accounts created between a date range. Once the report generates, you will be presented with a table view of the data.
To download a report, click the button on the top right corner of the generated report view. You will be prompted to select the format of the document. PreciseFP allows reports to be downloaded in CSV, XLS and PDF formats.
If you have other users working in PreciseFP with you, you can share your reports with them. Shared reports are available under the “Shared with me” section. While shared reports cannot be customized by anyone except the owner, they can be “copied” by others by clicking the “add to my reports” button located in the toolbar of the report details panel.
To share a report , click the “share” button located in the toolbar of the report details panel of any report under your “my reports” section.