Goal:
- Determine how many Bills have been allocated to a Department
- Check all Invoices allocated within a certain date range.
- Can I export Bills?
- Is it possible to export Bills?
Steps:
-
Navigate to SETTINGS from the left-hand navigation bar
-
Under the Tools section, select Export data
-
Select the PREPARE CSV button under Bills
-
Select the appropriate date range and filter BILL STATUS
-
Select the option to export the file
-
Once downloaded, open the file within Excel, or your spreadsheet tool of choice
Tips!
- Once the file is downloaded, filter the file by the Department column and other columns within the spreadsheet.