The Raw Data Export feature allows you to get detailed information about your documents in a clean, Excel-ready format. This is the perfect tool for creating custom reports or performing advanced analysis of your business data.

Report Settings

To get started, simply give your report a name for easy retrieval later. The report will retrieve all selected documents within a chosen folder. You can also define a specific date range by entering a Start Date and End Date, or leave these fields blank to include all documents.

Data Selection

You can easily select the exact fields you want to include in your export. Just check the boxes next to the fields you want to see in your report.

Important Note: If you select any line-item columns (shown in bold and italics), your document may be split into multiple rows in the exported file—one row for each line item—to ensure you get all the details.

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