Business progress summary
The business progress summary report allows you to produce a report that gives an overall indication on the health of your business, this report is primarily used for businesses involved with the Princes Trust – the report will be used by the mentor to see the current health of the business.
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Go to Home > Reports.
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Select Business then select Business Progress Summery.
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Select the Report type:
- Invoice Based: The report is run for invoices and purchases issued, though not necessarily paid.
- Cash Based: The report is run for only invoices or purchases that have been paid.
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Complete the report details and select Create report.