Export any report in the format of your choice.

Select a file format from the export drop-down list to export your report.

Your exported report will be located in your download folder.

Refresh Reports

Select Refresh to ensure you are viewing the most current data available.

• Proposals Reports - count to date report
• Proposals Reports - client summary report
• Proposals Reports - count per client report
• Proposals Reports - count by date range report
• Proposals Reports - count by user report
• Proposals Reports - count by year report
• Card Reports - count by date range report
• Card Reports - count by year report
• Card Reports - count by user report
• Card Reports - count per client report
• Card Reports - count to date report