Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Reports and Exports from the Dashboard
Open a report or download your data, and which exports follow the date filter.
The Reports and Export buttons at the top of the Dashboard take you to a full report or download your data as a spreadsheet.
Overview
This guide lists every report and export, and says which exports follow the date filter.
Who Can Access
Export is only shown to you and your co-admins. Team members see the reports their role allows.
Open a Report
Click Reports and choose one of eight reports: Revenue Report, Services Report, Client Report, Orders Report, Account Balances, Coupon Usage, Completed Orders or Order Statuses. Each opens on the Reports page.
Export Your Data
Click Export and choose what to download:
