1. Navigate to Accounting> Reports and select any of the financial reports. These are the standard financial reports including Profit and Loss, Balance Sheet, Trial Balance, Statement of Cash Flows, Budgeting, and more.
2. You will set the filters according to the parameters of the data you need in your report. Typically, this means a date range, a location, cost centers, etc. Set the filters and click submit (this is an opportunity to Bookmark your report, since this is likely a regular function in your job). To see all of the search parameters, click More Options and to run the report, click Submit.
3. To get the data/report out of Cetec ERP, you can export the report into excel by clicking Export - be sure to review your +/- Columns to ensure you get the data you need. Many of the reports also include a Get PDF button for you to generate a PDF.