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2. Run Proforma Report

Modified on: Thu, Jan 9 2025 5:22 PM

STEP 1: Open Reporter https://rr-reporter5.rentalresultsaas.com:8356/

Note: Your username and password is the same as CORE and PORTAL, You may access Reporter directly from CORE or PORTAL as well.

STEP 2: Click Reports

STEP 3: Search and Select SWIN - Proforma Report (PROD)

STEP 4: Click ACTION and RUN

STEP 5: Enter your branch code

STEP 6: Click RUN

STEP 7: Click the 3-dots (top right), Export, select CSV.

STEP 8: Review the report for accuracy.

Note: If corrections are required, complete the required corrections in CORE and rerun your Pro-forma Billing and Proforma Report.



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