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FAQ - Reporting

How do I run a report to CSV?

Can I include Notes in a Report?

How do I add extra columns to my Report?

How do I run a Report to CSV?

From the Report record menu, select Export to CSV

csv

Can I include Notes in a Report?

Yes, you can select the time period for which you wish to include Notes:

notes

How do I add extra columns to my Report?

From the Report record you can edit the columns by selecting fields in the Hidden Fields list. Use the Up/Down option to change the layout of the report.

columns