Goal
Streamline team collaboration by efficiently exporting financial or project transactions and securely sharing them with relevant team members for transparency and decision-making.
Why
You've just found the transactions, now you want to print them out to share with colleagues and clients.
How
Get the results you wish to export
Ensure that you have the filters set so that the results you see on screen are those you wish to see on the export.
Select download option
Choose if you want to export as a spreadsheet or as a word doc.
Spreadsheet - gives you all the attributes of the saved record
Word doc - a 'prettier' output, looks a bit like the below
