Reports
Work In Progress (WIP) Reports
Summary: Monitor open jobs and billing readiness. Quick answer Run WIP to see active work. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open WIP media/reports-wip-01.png [Insert screenshot] Set date/status filters ...
Reports Overview & Navigation
Summary: Find, filter, and run built-in reports. Quick answer Open Reports and select a report type; apply filters and run. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Reports menu media/reports-overview-navigation-01.png ...
Financial Reports (Invoices & Checks)
Summary: Invoice Recap, Check Register, Delivery Log. Quick answer Use financial reports for reconciliation. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Select Invoice Recap media/reports-financial-01.png [Insert screenshot] Run ...
Export to Excel & Scheduling
Summary: Export XLSX and schedule email delivery. Quick answer Export to XLSX or schedule reports. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Run report media/reports-export-schedule-01.png [Insert screenshot] Export XLSX ...