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Exporting Reports

  • September 11, 2024
  • 1 reply
  • 11 views
Botta
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I used to be able to go to reports and download all the income that came in for the month. Now, I don’t see the option at all. How can I export the monthly income in a PDF or CSV file? 

Best answer by Emily Gbadamosi

With the new interface you will go to the Finance Tab and then Reports. you can select Download Reports from there and choose what length of time you want the report to be, monthly, quarterly, year to date or custom. 

Emily
woodallcreative.co

    1 reply

    Emily Gbadamosi
    Forum|alt.badge.img

    With the new interface you will go to the Finance Tab and then Reports. you can select Download Reports from there and choose what length of time you want the report to be, monthly, quarterly, year to date or custom. 

    Emily
    woodallcreative.co

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