The Raw Data Export allows you to retrieve detailed information on documents created in the software.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice, Receipt or Packing List, to be counted in the report.
• Folder: Select the specific folder(s) you want to include in the report’s search.
• Date Range: Define the desired timeframe for the data.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display.
  If you select any line item columns, the report will display documents as multiple rows based on the number of line items they contain.

After setting your criteria, simply click the [Save] button to save the report. You can then export the report directly to an Excel file.