- Use the "Share" button at the top right of the page.
- Then select "Share Pages" and choose the sharing options you prefer. You can choose view only or edit.
All the reports on the Customer tab can also be downloaded into Excel.
To download a report, select the report you want, ensuring filters are set as you wish. Then click the download icon (top right, next to Share).
Choose Download this page in Excel for the report as shown on screen, or Download Excel with all invoice lines for the underlying invoice line detail. CSV download is available on the Reports page only.