For an export a purchase inventory record /expense record report, There are two methods for exporting the report:
Method 1: Export a purchase inventory record report
Step 1: Go to the Expenses menu >> Purchase Inventory Record >> See All
Step 2: Click the 'Export' button.
Step 3: Specify the time period for the report
If you want the report to display detailed information for every transaction, check the box for "Show all items" and then click the Print "Export" button.
Once you click the "Export" button, a pop-up will appear asking if you want to "Download" or "Send report to email".
Download: This will download the report as a file. After clicking the Download button, go to the top right corner and click on the download icon to save the report on your computer.
Send report to Email: This will prompt a pop-up asking for the email address where you want to receive the report. Once you provide the email address, click the Download button.
Method 2: Export an expense record report
Step 1: Go to the Expenses >> Expense Record >> See All
Step 2: Click the 'Export' button.
Step 3: Specify the time period for the report
If you want the report to display detailed information for every transaction, check the box for "Show all items" and then click the Print "Export" button.
Once you click the "Export" button, a pop-up will appear asking if you want to "Download" or "Send report to email".
Download: This will download the report as a file. After clicking the Download button, go to the top right corner and click on the download icon to save the report on your computer.
Send report to Email: This will prompt a pop-up asking for the email address where you want to receive the report. Once you provide the email address, click the Download button.
