How to Export a Jobs/Estimates Dashboard Report
Step 1: Click on the eye icon in the top right of your Jobs or Estimates Dashboard report.
Step 2: Once you have filtered your report and set the appropriate date range, click the Excel icon at the top of the page.
Step 3: Select DOWNLOAD CSV or SEND BY EMAIL.
Based on your selection, the report will either start downloading or will be emailed to the listed email address.
Video Tutorial: Export Job/Estimate Dashboard Report
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