Can I download custom reports?
Custom purchase order data can be downloaded as a .csv (Excel spreadsheet) file and saved to your device.
- Go to the Purchase Orders dashboard.
- Click the Filter Options icon.
- Customize data as needed.
- In the bottom right, click Download Report.
- The Reports page opens.
- A green banner at the top of the page indicates the email address the report was sent to.
- Open the email and click Download File.
Still unclear? Here’s a video!