How to generate reports

This feature is only available for PRO Connect or Work Subscribers.

1. Click on the Local category at the top.
2. Click on the Reports option.
3. You can generate an Excel file (Report) for all of the tabs on the left hand side except Vendors.
4. Within the Customers, Locations, or Jobs tab, click Export List on the top-right. Note you can filter this prior to exporting.