Disclaimer: Not all features shown are available with the standard LilyPad Vortex package. Lilypad Vortex comes with 2 preset reports: Available for Sale and Sales Order Summary Report.

Table of contents:

Running a Report

Entering Support Information

Entering Terms and Conditions

Running a Report:

• In the Reports setting, you can specify who has access to what reports. You can select only Salespeople, only Customers or both.

• To run a report, click on the report from the “Reports” drop down on the left side of the Vortex page.