Exporting Summary reports to .csv format
We have added the option for our users to export all reports that are summaries:
- Activity Summary
- Invoice Summary
- Payment Summary
to a .csv format, which allows you to edit the raw data and run calculations as required.
In order to do this, go to the Reports section from the menu on the navgation panel, and select any summary report from the drop-down.
In order to do this, go to the Reports section from the menu on the navgation panel, and select any summary report from the drop-down.
A checkbox for the "CSV Output" option will appear.
If checked, clicking the Run Report button at the bottom of the screen will create and download the report in .csv format
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