Step 1
Start with the overview numbers.
Step 2
Scan category mixes and changes over time.
Step 3
Drill into a detail view when something looks different.
Common questions
What is the best place to start for a summary?
The dashboard is the quickest overview, and Reports give you a deeper structured look once you want to analyze the numbers.
How do I read Clover reports?
Start with the headline numbers, then move into the category or cash flow detail that explains where the money is coming from and where it is going.
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