A Key Performance Indicator report will display the performance results for the group and date range provided. You can select multiple or individual groups and locations.
Important Note: The KPI Report does not include invoices marked as a courtesy notice.
To begin, navigate to Reports > KPI Report (see above). Select the Group and date range required and click Create Report (below).
The report will automatically be downloaded as an Excel file and appear on the bottom left hand corner of the screen (below).
