Reports and exports

Use Reports to review a month of activity and export it as PDF or Excel.

1
Open Reports
Go to Reports in your professional workspace.
2
Choose the month
Select the reporting period you want to review. You can also filter by currency when you work in more than one.
3
Review the summary
The report brings together the month’s invoice and payment activity so you can check totals in one place.
4
Export it
Download the same period as a PDF or an Excel file when your plan includes exports.

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