Excel export

One click, and it's a spreadsheet

Any report — a one-off you just generated or a scheduled one that already arrived — can be downloaded as an Excel spreadsheet with a single click. For the sales by client and product report, that spreadsheet comes out in the same layout your team is already used to distributing, with the full client and product detail intact.

Where to find it

Next to a report, look for the Excel download — it saves as an Excel (.xlsx) file you can open, forward, or drop straight into whatever you already do with these spreadsheets today.

Next: sending a report by email or WhatsApp

See sending a report by email or WhatsApp for having emily deliver a report herself, instead of downloading it.