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Run reports and export to CSV

Reports are filtered lists you can export. Use them for pipeline reviews, commissions or your accountant.

Updated

  1. 1Pick a report

    Open Tools, then Reports, and choose a tab.

    Report tabs
  2. 2Filter it

    Search, pick a status or source, set total and date ranges, choose a sort and click Apply.

    Report filters
    Watch it
    Recording: Report filters
  3. 3Export

    Click Export CSV. The file contains the rows that match your filters.

    Export CSV button

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