Consulting a revenue lines report

A revenue lines report provides an overview of all revenue lines matching the selected filter criteria.
  1. In the Module menu, click Financial.
  2. In the Menu bar, click Reports.
  3. In the Submenu, click Revenue Lines.
  4. Select a Partner from the drop-down menu.
  5. Fill in From and To dates or select them using the calendar buttons.
  6. Click Print.
An Excel report is generated. You can either open or save it.