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You download or email any report page from the menu in the top-left corner of the report area. The Sales Journal page also has a Download PDF button of its own.

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Download a report

When: You need a file of a report page to review, share, or keep.
1

Open Reports & Data

Open Reports & Data.
2

Open the report

Select the page you want, for example Sales Journal.
3

Open the report menu

Select the menu icon at the left end of the row of page tabs, then Export….
4

Choose what to export

Leave Destination on Download. Under Attachments, choose the page, the file format, the orientation, and the paper size.
5

Export

Select Export.
The file downloads in your browser.

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Schedule an email export

When: You want the same report delivered to an inbox on a schedule, for example a daily sales journal for your bookkeeper.
1

Open the schedules

From the report menu, select Schedule export…. The Schedule exports list shows every schedule already set up for your shop, with its recipients and status.
2

Start a new schedule

Select Create new schedule.
3

Choose the destination

Leave Destination on Email.
4

Add the recipients

Enter the addresses in Recipient, separated by commas. Select Cc or Bcc to add those fields.
5

Write the email

Enter the Subject and Message. Select Send test email to check it before you save.
6

Choose the attachments

Under Attachments, choose the page, the file format, the orientation, and the paper size. Select Add to attach more than one page.
7

Create the schedule

Select Create.
The new schedule appears in the Schedule exports list with the status Active.
To pause or change a schedule later, open Schedule export… again and use the menu at the end of its row.

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Where to go next

Viewing reports

Read the Sales Journal and the Profit page.

Overview

Understand how estimates, work orders, and payments fit together.