📊 Reporting

Printing a report and exporting it

The two buttons at the top of every report, and what each gives you.

Two buttons sit at the top right of every report screen, beside the report's title.

Print

  1. Run the report with the filters you want.
  2. Press 🖨 Print. The print view opens in a new tab, carrying the same filters.
  3. Print it from there.

Each report knows its own page setup, so wide reports print landscape and narrow ones portrait without your having to set it. Reports whose filter panel offers Print Logo will put your letterhead on it.

Export

  1. Run the report.
  2. Press ⬇ Export to Excel / CSV.
  3. A CSV downloads, carrying the same filters and the same columns you are looking at.
Note The export is the right tool when a report has more rows than the screen shows, and when the figures are going into a spreadsheet for further work.

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