Reporting

Export to CSV

Use the Export to CSV button to export the Invoice Listing data to a spreadsheet for further analysis or reporting. The button is on the top-right corner of the invoice grid.

Note: The export captures the current contents of the grid as filtered and sorted.

Example: A user filtered on a Supplier column for names that contained "big". The user then filtered on the Invoice Amount column for invoices with a negative invoice amount (or credit notes). The user selected Export to CSV. The CSV file only had credit notes for Suppliers with "big" in their names. The file opened automatically in Excel, the user's spreadsheet application.