There are two reports on owners:
The Owner Directory, a list of owners, with contact information for each one.
The Owner Ledger, a list of owner transactions.
To run the owner reports
Go to Reporting > Owner > Owner Directory or Reporting > Owner > Owner Ledger.
The report appears.
To filter the results, click the filter icon in the top right. Complete the filter and click Apply.
The report appears again, limited by the criteria you entered.
To export the report
To export the list, click one of the buttons in the top right.
Excel: Breeze generates and downloads an Excel file.
PDF: Breeze generates and downloads a PDF file.
Email: Breeze opens another window, where you can compose an email message and send it with the list as an attachment (a PDF).
Report Drilldown
Menu Path and Name | Description | Drill-down |
Reporting > Owner > Owner Directory | A list of owners. | From each row, you can drill down to the Owner screen. |
Reporting > Owner > Owner Ledger | A list of owner transactions. | From each row, you can drill down to the transaction screen (e.g., the Receipt screen). |