This document provides a step-by-step guide on how to generate reports using the SalesAndCatering.com platform. By following these instructions, users can efficiently create and manage reports tailored to their specific needs.

To generate a report, please follow the steps outlined below:

1. Click the Reporting Icon located at the top of your screen.

2. Select Generate Reports from the dropdown menu.

3. Choose the report you would like to run from the available options.

4. Set your parameters below, including:

   • Timeframe

   • Persons

   • Business line

5. Click the green Run button to execute the report immediately.

6. To schedule the report for a specific date in the future, turn on the Schedule button.

7. To set a recurring timeframe for the report to run, ensure the Schedule button is activated.

8. Select who can view the report—either you or your team members.

9. Retrieve your reports in the 'My Reports' folder, accessible via the folder icon at the top of the screen.

10. Utilize the filters to select which reports you would like to view.