How do I run Reports?

All lists have Reporting including the Customer List, Job List, Transaction List, etc…
The Report buttons are located at the top right of each list. (the buttons will not appear if the list is empty)
There are four Report formats: CSV, Excel, PDF, and HTML.
Click on one of the Report format icons to open the data field export options.
Select each data fields to include in the Report then click “Export”.

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