Mobile App: How to Use Reports?

To access your "Profit/Loss Report" in the Mobile app, please follow these directions:

 

1) Click on your account "Profit/Loss" information to navigate to your Report page.

 

 

2) From your Report page you can pick one of the following three reports.

  • Monthly (by current year). This is the default view and will pop up immediately when navigating to your reports page.
  • Quarterly (current quarter). To get to this view, depending on the current quarter, click on where it says "Q1," "Q2," "Q3," or "Q4."
  • Weekly (shown in 6 week increments). To get to this view, click on where it says "Weekly."

 

 

The black circles notate what your "Profit/Loss" was for that specific time period and then a line chart will be created to help show what your "Profit/Loss" was for that specific report.

 

NOTE: Each type of report only shows only the current time period.

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