Exporting Custom and EZ Reports

Custom Reports and EZ Reports created can be exported in an Excel spreadsheet file that could be sent to your Accountant for review.

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  • Select the desired report under the "Custom" tab.

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  • Set the desired Report Period.

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  • Click on "Export" on the top tool bar.

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  • In the "Save As", enter the name you want for the report and where you would like to save it to.

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  • In the "Select Export Preference", select "Microsoft Excel" and save the report.

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  • Send the report to your accountant for review.