Select the Reports icon from the left-side navigation bar.
Select the report you’d like to export. Select your desired filters. To learn more about specific reports and their filters, check out our Reporting Help Center Collection.
💡 We recommend using the All Time filter to capture all of the data. You may also want to export an additional version with Year to Date to make it easier to file taxes for the year.
Select Export XLS once you have your filters and date range selected.
Common Exported Reports
Some reports that are commonly exported are Line Item Detail, All Invoices, and All Payments.
Pro-Tip: When filtering these common reports, remember that you can filter by Invoices (and not Estimates) if you only want invoiced data included.
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