Reading and validating reports

Overview

Read and validate the information in Ajera's reports, such as Snapshot and Project Earnings.

If the data in the reports is not what you expect, work with your Axium consultant to determine the cause (for example, a setting in Company > Preferences may be different from what you thought).

Now is the time to ensure that the settings you select during your implementation will produce the results you want in Ajera.

Follow a work plan

1. Click Reports > <standard report name>.
2. Review the standard reports and become acquainted with their contents.

Learn the details

These links go to help. To return to this course, click the Back button.

Producing reports

Using the reports toolbar

Drilling down on reports

Selecting report options

Exporting a report

Changing report views

Test your knowledge

Quiz: Reading and validating reports

Next

Customizing Ajera for your firm