Export a Report as a Spreadsheet

  • Updated on Jul 29, 2025
  • Published on Jul 29, 2025
  • 1 minute(s) read
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This article will show you how to export a Report as a spreadsheet.

Instructions

  1. Navigate to ReportsReports Tab in the left navigation menu.

  2. Select a report transaction report on the Reports screen.

  3. Apply any desired filters filters options at the top of the report screen.

    • From/To: Create a date and time range

    • Filters: Add any additional filters

    • Fields: Display any additional fields

    • Refresh: Refresh the spreadsheet to accommodate your filters

  4. Click the Export Report button to export as an Excel spreadsheet export report options.

    • Normal Export: Includes sections and tallies

    • Raw Export: Includes all data without sections and tallies

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