In this tutorial, we will go over how to
How to access and print your reports as a pdfStep 1
: Select the graph icon.Step 2:
Select the document icon to download your summary report for the last year.Step 3
: Select ‘Print’ to print or download your summary report as a pdf OR select ‘Send’ to email the report as a PDF.
How to export your reports as a CSV and send it in an emailStep 1:
From the Report page, select the export icon.Step 2:
Select the document type, customer, or item you would like to export and select ‘Export data to CSV’.Step 3:
Select the application you would like to send through.Step 4:
Check that the email is correct and click send.
How to customize which documents to view in your Report pageStep 1:
From the reports page select ‘Invoice’.Step 2:
Select the document type, customer, or item to view the report for that particular category.Note: Customising which documents you view on the report page will not impact the summary report that is downloaded or exported
How to customize the time period for your reportsStep 1:
From the Report page, select ‘Last 1 year’Step 2:
Select ‘Custom’.Step 3:
Select the ‘Start Date’ or ‘End Date’ to customize the period.
Step 4: Select the date on the calendar and select ‘OK’.
Step 5: Once you are happy with the dates, select ‘Save’.Note: Customising the date on the report view will also change the date range of the summary reports to be printed/exported