Email, print and download reports
Each report can be emailed, and printed or downloaded, with the filters you've applied.
Email a report
Click Email at the top of the report. The report is sent straight away to the email address of the team member who's signed in.
Print or download
Click Print or Download at the top of the report. The Sales, Inventory and Most valuable clients reports open as a printable PDF. The others, like Appointments, download as a CSV file you can open in Excel or Google Sheets.