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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.

Reports_Accounting_Selected

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

Reports_Accounting_Export

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

Reports_Accounting_Spreadsheet