Enable/Disable Live Report Data on List Screens

Why Use This Function:

Enabling live report data on list screens allows you to work with real-time information directly from the Report App while remaining in familiar list views. This function provides instant access to updated invoice data, supports faster decision-making, and removes the need to generate separate reports. Activating live data ensures accurate insights and a smoother workflow whenever you need immediate financial or status-related information.

• This user manual will start on the Invoice Management screen.

• For navigation, see Debtors Segment. 

• Click on Advanced Reports in the bottom-right corner.

• The Report App will open.

• Click Settings.

• The Report App Settings screen will open. 

• Click on Toggle All to enable/disable all the options to be live data.

• • For settings, see Report App Settings.

• The Report App will open with live report data.

• For further information, see Report App: Navigation and Use.