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Export 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.

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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 the report type you want to generate, either Monthly Report toor generateSign andRun export the billing report.Report.

so-monthly-report (3).pngso-monthly-report (5).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.accurate

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