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How to export a jobs or estimate dashboard report
How to export a jobs or estimate dashboard report

Learn how to export your jobs or estimates report from your dashboard to a csv file.

Taylor M avatar
Written by Taylor M
Updated over 4 years ago

Video:


Step-by-step instructions:

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, press the Excel icon

Step 3: Click on 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.

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