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Backing up data to external Hardware

Use the Reports page to create reports and export your Property Matrix data for backup or analysis.

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Written by Bill Cheng

Create a Custom Report

  1. Go to Reports from the main navigation.

  2. To create a report for specific data, click Add a Report.

  3. Configure the report with the information you want to include. Your completed custom report will appear on the Reports page.

Export a Report

  1. From Reports, select the report you want to export. For example, select Chart of Accounts.

  2. Click Run Report.

  3. In the report viewer, click the Export icon.

  4. Choose the file format you need. Reports can be exported in formats including Excel and CSV.

Note

  • Each exported file reflects the data in the report when you run it. To download newer information later, run and export the report again.

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