Walkthrough: Report Export
Filter, review, and export report data for analysis, sharing, or reconciliation according to your organization policy.
Before You Start
- You have permission to view and export the report.
- You know the date range, branch, warehouse, customer, vendor, account, or status filter needed.
- Your organization allows exporting the data for the intended purpose.
Steps
- Open Reports and select the report category.
- Set date range and filters.
- Preview the report on screen.
- Check totals, row count, and key records before exporting.
- Select Export, Download, Print, or the available report output option.
- Store or share the export according to your organization policy.
Success Check
- The export matches the on-screen filters.
- The date range and report name are clear.
- Sensitive information is shared only with authorized people.
Support escalation
Open support guide
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