Year: 2015

Changing the Posting Period to Date Range on Revenue Reports

By default, the Revenue Report will automatically display data with a posting date of yesterday. Follow the steps in these two procedures to display data for a different time period or a custom date range. To display data for a specific time period (such as “last quarter”), follow these steps. Click the Posting Date menu. …

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Applying Ad Hoc Reporting Filters in the New Izenda Interface

This article contains instructions for creating ad hoc reports in the new Izenda interface. In an ad hoc report, you can apply a range of filters to display only the data that you’re interested in, and print, export or email the results. NOTE: The filters you apply using these instructions are not permanently saved. To …

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Upcoming Enhancements to Doubleknot Reporting

Thanks to everyone who attended our webinars on reporting this week! Here’s a summary of the reporting-related announcements that we covered: The improved reporting interface will roll out in mid-November. We will provide you advance notice of the date. To make it easier to find the information you’re looking for, we are organizing reports into categories (like “Accounting,” “Payments,” …

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Additional Reporting Webinars are Scheduled!

Because of technical difficulties during this morning’s webinar about Doubleknot reporting enhancements, several registrants were not able to join the webinar. We know that this was frustrating, and we apologize for the inconvenience. If you were unable to sign in to the Tuesday webinar, we are offering two more sessions this week: Wednesday, November 4 at 10 AM Pacific …

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