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Export Product/Service Report (NI010)

Export Product/Service Report (NI010)

Black Phurich avatar
Written by Black Phurich
Updated over a year ago

There are steps of exporting a product/service report as follows:

Step 1: Go to Products Menu > Product/Services > Overview

Step 2: Press 'Export' Button

PEAK will show a Pop-up on the Export Products/Services page for choosing the information shown in an Excel file exported. The information is below.

1. Select the types of items that will be shown in the report.

2. Specify the time period.

3. Choose to show the chart of accounts used to record transactions. If you select it, there will be 1 additional column of the chart of accounts.

4. When you selected all information exported, please press 'Export'.

When pressing 'Export', there will be a pop-up shown Download or Send report to email.

Download: There is a notification on the bell on the upper right corner. Please click the bell in order to download the report into your computer.

Send report to email: There will be a pop-up to specify an e-mail address for receiving the report. After specifying the email, press 'Download' button.

-End of Export Product/Service Report-

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