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.

• Select the desired report under the "Custom" tab.
• Set the desired Report Period.
• Click on "Export" on the top tool bar.
• In the "Save As", enter the name you want for the report and where you would like to save it to.
• In the "Select Export Preference", select "Microsoft Excel" and save the report.
• Send the report to your accountant for review.