How to Run the Stock Transactions Report
Who has access to Perform this task: Owner, Manager
Steps
- Login to the website at https://signup.canvusapps.com/login.
- At the home page, click on the button.
- The reports page will load. Click on the button. The New Stock Transactions page will load. It will look similar to the screenshot below.
- Click on the Starting drop down to select the beginning month of the report.
- Click on the Period drop down to select the length of time of the report.
- Click on the button to create the report. The report will be displayed below the button. It will look similar to the screenshot below.