Dashboard
Financial Reporting
- Introduction
- Accounts
- Summing subsections of accounts for single entities and groups
- Comparing to groups
- YTD or Monthly values?
- Metric breakdown
Imports
Strategies
Configuration
Portal FAQ
- Why aren't my Values showing up in the Reports?
- How do I delete an entity?
- How do I set/reset my password?
- Manually Input Data
- Create and Edit Modules on the Dashboard
- Import Data Tutorial - Monthly Process Pt.2