How to download a report

  1. On your dashboard, select Vendors.
  2. In the Vendors tab, select Show/Hide Search Form.
  3. Enter the data you want to search for and select Search. If you would like to download a report as an .XLS file, select Download Full Report.
  4. Note: A report can be downloaded in any tab that contains "Show/Hide Search Form" (Scans, Companies, Vendors, Contacts, etc.).

    Learn more about running and downloading reports.