Export Financials*

Written by Dana Kinsey

Last published at: May 1st, 2019
  • Go to Financials
  • Run any financial report
  • Select the proper dates
  • Choose Export located on the left side menu

The information you see along with additional data will be downloaded to your computer as a .CSV file.

You can import the CSV file into any spreadsheet program like Excel or Google Spreadsheets to see the data. Select Automatic import or Comma separated to assure the data is in the correct columns when importing your data.