How to view check list of users in SwilERP

View Users Check List

How to view check list of users in SwilERP

What is Check List?

A checklist is a list of all the information that you want to find out. Users can view the records of the particular duration they want. You can find the following transactions' Created, Modified, and Print count details in the check list report. 

In SwilERP, there is an option to view the count of every Transaction that you've done in software. You can view the uses wise details as per the selected Date Range. 

For example, this list will show you selected days' invoice creation count i.e. between 11th to 30th April you created 12 purchase invoices, 2 invoices were modified and 1 invoice was printed. 



Do follow these instructions to view Check List

  1. Open SwilERP Dashboard in Help Section: 

    1. Go to Help> Check List.
Check ListSwilERP Dashboard Window

  1. To view the details in check list window:

    1. Enter the Date Range 'From' to 'To'.
    2. You can select a user to view their transactions by the given option of Users. 
    3. Click on the View option. 
    4. And, there you will view the transaction count of a user i.e. Purchase Invoice, Receipt, Purchase Return, Credit/Debit Note, Sales Invoice, etc. 
Date Range Home Window

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