You can export data from statements by going to Statements, and clicking on Export:
There's a variety of options you can pick to download your statements:
There's a variety of options you can pick to download your statements:
Export All: Generate a file with all available statements, regardless of status.
Export Filtered Results: Apply custom filters and export only the results that match your criteria, optimizing your reports.
Pending Payment: Export only statements that are awaiting payment, allowing you to prioritize pending payments.
Paid: Generate a file of statements that have already been paid, perfect for keeping a record of completed transactions.
Export Filtered Results
To export statements by filtered results, you'll first need to add some filters within the statements section. Here’s an example of how to export statements using filters:
1. Add a Profile Filter:
2. Select a Period:
3. Select Export Filtered Results:
