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Reports
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 ...
Reporting
Invoice Summary This produces a report based on the given date range (inclusive) and filters on the following criteria: The invoice is one of the following statuses: Submitted Follow Up Queued Printed On Hold Complete The invoice total is not $0.00 ...

Reports