Advance Report

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Location: Advances tab > Advance Report.



Using Advance Reports


  • Metric 1 & 2: Here you have the ability to select specific metrics to report on. These metrics will display in the first two columns of the advance report after you click Filter.
  • Status: Filter the report by specific advance statuses.
  • Advance Type: You can filter by a specific advance payment types.
  • Date Format: Here You can select either 'Monthly' or 'Yearly' and this controls how the information is displayed in the report after you filter.
  • Export CSV: Click here to download the data into a CSV spreadsheet.

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