🔇 Video is visual only, no Audio
Video Summary: This video will demonstrate how to run a report which enables users to look for a specific charge item.
Timeline Notes: The below will highlight notable times in the video with additional context.
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0.01 - In "Home" screen, hover over "CONTROL" and click on "Report Generator", then "Service Summary".
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0.06 - Type in the specific text value/keyword to be searched from the billing data in the "Description" field. Note: you can also configure the various parameters provided e.g. Dates, Charge Type, Accounts, etc. as required to narrow down the results even further.
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0.15 - Click on the "Export" button to download the report.