The first step is to open <span class=""><i><b>Base7</b></i></span> and click <span class=""><i><b>Statistics</b></i></span>
Click on <span class=""><i><b>Accounts Summary</b></i></span>
Select the <b><i>period </i></b>you wish to search
Click to select the <b><i>columns</i></b>
Click on a title to activate or deactivate it. You can also toggle all <b><i>columns</i></b>, return to the <b><i>default </i></b>selection or customize your selection and <b><i>save </i></b>it.
Click <span class=""><i><b>Include Empty </b></i>to include accounts with no revenue so far.</span>
Click to activate or disable <b><i>pagination</i></b><i></i>. This will define whether the report is shown in pages or all on one page.
Click <span class="">to toggle the <b><i>item selector</i></b></span>
<b><i>Tick</i></b> an item to include it when you export the report
Click here to <b><i>expand </i></b>all the items' information
Click on this icon to <b><i>refresh </i></b>the report
Click here to <b><i>export </i></b>the report
Select which <b><i>columns </i></b>to export
Select which <b><i>rows </i></b>to export
Click on <span class=""><i><b>Export</b></i>, save the file on your computer to open it in Excel.</span>
That's it. You're done.
Comments
Please sign in to leave a comment.