Purpose

This guide explains how to generate reports using live data from TRUE and access available default reports by module, with a focus on methods outside the dedicated Reports module.

Accessing Reports

Reports Module

1. Click the lightning bolt icon at the top right of the page
2. Select "Reports" from the dropdown menu

Financial Reports

• For TRUE Accounting subscribers
• Located in the Financial workflow on the Reports tab

From Selected Modules

1. Navigate to the desired module (e.g., Jobs, Equipment)
2. Locate the PDF icon in the module list view
3. Click the PDF icon to see available reports
4. Select the desired report to generate
5. Click the PDF name to download the report

Custom Reports

• Look for a light blue button in the upper right corner of the Reports module
• Click this button to access and generate custom report(s)

Common Workflow Questions

1. How do I find financial reports if I'm a TRUE Accounting subscriber?
2. Can I generate reports directly from specific modules?
3. Where can I find custom reports in the system?
4. How do I download a report once I've generated it?
5. What should I do if I don't see the report I need in a specific module?