- Accounting > Invoices > Open/Approved/Paid depending on the type of report you wish to run;
- Scroll to the bottom of the page and use the filters as per your requirements and click “search” ;
- The results of your search will show below the filter drop downs,
- Select all items you want to show in the report by ticking the box on the left hand side (or select all);
- Once desired items are ticked, click navigate to the bottom right of your screen and click on the “Do With Selected” drop down menu;
- Then select “download as XLS”,
- When the pop-up shows as per below, click “OK” ;
- You will then be able to view the report.