Accessing Workflow Reports v2
  • 31 Oct 2023
  • 1 Minute to read
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Accessing Workflow Reports v2

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Article summary

Accessing Workflow Reports v2

To access the new Workflow Reports, use the Menu Dropdown and select “Forms & Workflow.” Then, choose “Workflow Reports v2”.

When you select “Workflow Reports v2”, you will be presented with a menu showing Cash, Non-Cash, and Other Reports. Note that these Reports are in alphabetical order by section.

Select a report type from the list above to see the Workflow Reports screen below:

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