In this tutorial, we will go over how toStep 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.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.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.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.
- Access and print your reports as a pdf
- Export your reports as a CSV and send it in an email
- Customise which documents to view in your report page
- Customise the period for your reports