Reports

Within RW Elephant, you can generate many types of Reports including Invoice Reports, Accounts Receivable, and a list of all of your Contacts.

To see the many Reports, navigate to the “Reports” icon in the upper left corner of your browser window.

From the “Report Type” menu, select the name of the Report you'd like to generate.

Then enter the date range you'd like for the Report.

If you leave the date fields blank, the Report will generate without any constraints and all available data will be included in the Report.

Click the “Generate Report” button to create the Report.

The Report will be downloaded as a spreadsheet to your computer.

To see more about the details of specific reports, check out this Report Support article.