A Key Performance Indicator report will display the performance results for the group and date range provided. You can select multiple or individual groups and locations.

Important Note: The KPI Report does not include invoices marked as a courtesy notice. 

To begin, navigate to Reports > KPI Report (see above). Select the Group and date range required and click Create Report (below).

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The report will automatically be downloaded as an Excel file and appear on the bottom left hand corner of the screen.