Reports & Export
Several pages provide an Export button (Download icon) to download data as a CSV file you can open in a spreadsheet.
What You Can Export
| Source | Contents |
|---|---|
| Clients | The client list following the filters currently applied (search, profile, status, NAS) — not just what’s shown on the page |
| Invoices / Arrears | The invoice list plus an aging column for arrears analysis |
| Payments | The payment list + an Income Recap summary |
Date Range
Payment and invoice exports use the same date-range picker as their lists: pick a custom range on the calendar, or use a quick preset (current month, last month, last 2/3/6 months, this year, last year).
Export respects capabilities: holders of the View right on the relevant module can already export its data.