> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

## Create a Report

<Steps>
  <Step title="Navigate to Reports">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Nav.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=d598dcee9ecd62bdd82de3a3b7f58435" alt="CM R Nav" width="1350" height="654" data-path="images/CM-R-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select a report type">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Type.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=8f6d3993e2634b1d877c2fd49bd4765d" alt="CM R Type" width="1350" height="364" data-path="images/CM-R-Type.png" />
    </Frame>
  </Step>

  <Step title="Select Create Report ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Add.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=ec7da86782511ba7f43a7be29e36595a" alt="CM R Add" width="1350" height="364" data-path="images/CM-R-Add.png" />
    </Frame>
  </Step>

  <Step title="Confirm the action">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Add-C.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=8b3c3ada6d420a7e90b884e6814d03ee" alt="CM R Add C" width="1350" height="1072" data-path="images/CM-R-Add-C.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## Modify a Report

<Steps>
  <Step title="Select a report type">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Type.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=8f6d3993e2634b1d877c2fd49bd4765d" alt="CM R Type" width="1350" height="364" data-path="images/CM-R-Type.png" />
    </Frame>
  </Step>

  <Step title="Select an action">
    <Frame>
      <img src="https://mintcdn.com/bizbone/j9nXCGIfRGEHdTNl/images/CM-R-Action.png?fit=max&auto=format&n=j9nXCGIfRGEHdTNl&q=85&s=875fb528a5375ed0fc544675a56a391b" alt="CM R Action" width="1350" height="368" data-path="images/CM-R-Action.png" />
    </Frame>
  </Step>

  <Step title="Confirm the action">
    **Edit**: Fill in the required information. Select **Save** to complete or **Cancel** to exit without saving changes. 

    **Delete**: Select **Delete** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>
