From the Intelligent Invoice Dashboard, click the Reports tab.
Reports are separated into sections.
|FAVORITE REPORTS||Drag and drop reports you use frequently to the FAVORITE REPORTS category.|
- In each category, you can click More or Less to display additional or fewer reports for the category.
- You can create your own report group by clicking ADD REPORT GROUP.
- The new report group appears at the bottom of the page.
- Click the Gear icon in the upper-right corner of the report category to edit the category or click the X to delete the category.