Your data is yours, and there are three ways to take it out.
A list screen
- Open the screen.
- Narrow it first if you want to — the export honours whatever search or filter the list is showing.
- Press ⬇ Export. A CSV downloads.
Note
The exported headings are the screen's own field labels, so an export can be edited and fed straight back into the same screen's import.
A report
Every report screen carries "⬇ Export to Excel / CSV" beside its Print button. Set the filters, run the report, then export exactly what you are looking at.
A document
Bills of carriage, invoices, credit notes and receipts print as PDFs from the 🖨 Print action on the job and document lists.