Export a report to a spreadsheet.

Every report except Payouts has an Export CSV button next to the report name. It downloads the table you are looking at as a file that opens in any spreadsheet program, which is also the easiest way to hand your numbers to an accountant.

Steps

1. Open Reports from the menu and click the report you need.
2. Pick the period from the period list above the table. To keep only some rows, type a customer name in the Search… box.
3. Click Apply. The file follows what the report shows after you apply, so do this before you export.
4. Click Export CSV. The file downloads to your computer.
5. Open the file in your spreadsheet program. The first row has the same column names as the table on screen.

Good to know

For a printed copy or a PDF, click Print / PDF next to Export CSV and choose to save as PDF in the print window. The menu and the filters are left off the printout.

The file keeps every filter you applied, including a technician picked from All technicians and a choice in the All calls list on Call tracking.

If Reports shows a card with a See plans button instead, reports are not included in your current plan.