Exporting reports
Download only the records you are authorized to share.
1.Open the relevant report
Choose the inventory, sales, payment, inquiry, expense or other report available to your account.
2.Filter and download
Apply the report’s available filters and use its CSV, Excel or PDF controls where offered. Formats vary by report and access depends on permissions and plan.
3.Check the file
Review the downloaded dates, columns and totals before sharing. Exports can contain private customer or financial information; store them appropriately.