Can I download custom reports?

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Custom purchase order data can be downloaded as a .csv (Excel spreadsheet) file and saved to your device.

  1. Go to the Purchase Orders dashboard.
  2. Click the Filter Options icon.
  3. Customize data as needed.
  4. In the bottom right, click Download Report.
  5. The Reports page opens.
  6. A green banner at the top of the page indicates the email address the report was sent to.
  7. Open the email and click Download File.

Fill Download report

 

Still unclear? Here’s a video!