Reports

Open, filter and download the reports for your organization type as PDF and Excel.

Workflow

  1. 1

    Open a report

    Under Reports, the Reports tab lists the reports for your organization type, grouped by who they are for.

  2. 2

    Set the period and branch

    Choose the month or date, and the branch where the report allows it. Organization-wide reports are for owners and admins.

  3. 3

    Download

    Download as PDF or Excel. Each file is headed with your organization, licence, period and generation time, and every download is recorded in the activity log.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Open a report

1 Open a report

What to do

  1. 1. Under Reports, the Reports tab lists the reports for your organization type, grouped by who they are for.
  2. 2. Choose the month or date, and the branch where the report allows it. Organization-wide reports are for owners and admins.
  3. 3. Download as PDF or Excel. Each file is headed with your organization, licence, period and generation time, and every download is recorded in the activity log.

You should see

The period matches the return.