Export Report Data

1. Click Analytics.
2. Select a report.
3. Search for invoices using the following filters.

   Options are:

   • Time Period: Choose from the following options: Today, Yesterday, Last 3 Days, Last 7 Days, Last 2 Weeks, Last 30 Days, and Last 3 Months
   • Custom: Select from and to dates from a calendar
   • Supplier Name: Type at least two characters of a supplier name
   • Custom Search: Type a supplier organization name, separating multiple values using a semicolon
   • Supplier Country: Type at least two characters of a country name
4. Click Run Report.
5. Select the checkboxes to the left of one or more invoices in the search results on the right.
6. Click the icon to export the data to a .csv file. The Export dialog box opens.

   

7. Select a column option.

   Options are:

   • Only checked columns in the table: Select to include only those columns that you have selected from the Column select list (click the icon on the right side of the table heading)
   • All columns in the table (including hidden): Select to include all columns, including those that are hidden from view in the application
8. Select a row option.
   Options are:

   • Current page: Exports the records from the page you currently have open
   • All report results: Exports all records included in the report results

   Tip: These options are available when you click the checkbox in the column header, which selects all invoices.

9. Select a format option.

   Options are:

   • csv: Select to export the data as a .csv file
   • xlsx: Select to export the data as a Microsoft Excel .xlsx file
10. Click Export. A message opens.

    Tip: The icon in the main menu indicates the number of files that are downloading and their progress.

11. Select a button on the message to open or save the file.
12. Click OK. The application exports the information to an Excel spreadsheet.