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Dex- Reports module


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9 STEPS

1 The first step is to open Dex. and click Reports

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2 This page will display which reports you have available. 

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3 Hover over Transaction Activity to get the option to run the report. 

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4 Click Run Report

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5 Click the calendar to select the first date of the desired date range. 

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6 Click the calendar to select the last date of the desired date range. 

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7 Select the file type in which you would like the report formatted. 

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8 If you have multiple organizations or locations, please search for the location in this field. 

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9 Click View and your report will generate in a new tab in the predetermined file type. 

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1639266/Dex--Reports-module

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