Export Accounts Report
Generating account reports is an essential practice for analyzing data and maintaining accurate records. By exporting reports, you can efficiently organize and review account details for better decision-making. Here’s how you can export an accounts report.
To export an accounts report, begin by navigating to the Accounts section under Reports.
Use the available filters and sorting options to customize the data according to your preferences. Once filtered, view all account records to ensure the information meets your requirements.
Lastly, export the data in CSV format for further analysis and reporting.