Custom Reports and Exports

When viewing a particular set of transactions, you have the option of creating a custom report from the transactions list displayed. In the far right section of the Transactions list, under the filters, you'll see 4 options available:

Print - PDF - Excel- CSV*

 

Upon selecting the desired export format, the file explorer will open, providing you the opportunity to save the export to your desired desktop location. 

Watch this animated gif below to see how:

export.gif 

*The CSV file is a document that can be used to upload the transactions into most accounting programs like Quickbooks, Xero, and Wave Accounting.

 

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