How do I export a Traction Report and import the data into a spreadsheet?

These steps explain how to export a Traction Report as a CSV file and import the data into your preferred spreadsheet for further analysis.

1.  Click on the Reports button.


2.  Select a report to view it. In this example, we have selected the Cash Detailed General Ledger Detailed Report.  Click the Export button.


3.  The exported file is a *CSV and will be saved on your computer. Open your preferred spreadsheet and upload the data into it.