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Export Monthly Report

This tutorial guides you through exporting a monthly billing report. All Sales Orders within the selected job will be included in the report.

Video Tutorial

1. Open a Job

Open the job you want to export.

so-monthly-report.png

2. Open the Other Menu

Click Other to open the additional options menu.

so-monthly-report (1).png

3. Open Report

Click Report to access the report options.

so-monthly-report (2).png

4. Export the Monthly Report

Select Monthly Report to generate and export the billing report.

so-monthly-report (3).png

5. Review the Excel File

Open the exported Excel file and review the billing information.

so-monthly-report (4).png


You have successfully exported a monthly billing report. Review the report to ensure all Sales Orders and billing details are accurate.

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