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How to retieve raw data for further analaysis?

  1. Under "Tools Box", click "Report" icon.

  2. Click the icon and choose "Raw Data Export".

  3. export raw data of documents

  4. You need to provide a name for this report.

  5. Specify the document type you like to export.

  6. Click the Folder icon to choose the folder.

  7. You can limit the search criteria by specify the date range.

  8. Check the box to show the corresponding column.

  9. Click "Save" icon when ready. Your report will be saved.

  10. To export your report, click menu "Export" > "Excel".

    Click the "Browse" button to specify the output filename and click "Export" when ready.

    * If any line item column is selected, the document will be spanned as multiple rows according to the number of line items.

List of How-to Articles