From the ‘Reports’ section (left navigation bar) you will be able to access reports for Contacts, Transactions, or Invoices.
You may choose a timeline for the report in the drop-down. You may also filter for contact, source, account, or type by using the drop-downs. You may also search for a specific transaction. Click ‘Download as CSV’ on the right side to download the report to your computer in CSV format.
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