Yes. You can export summaries and detailed reports, such as aged debtors or payment history, in various formats (e.g., CSV, PDF) by going to Reporting>Reports>Accounts.
Learn More: Running a Report in CRM
Can I export financial reports?
Yes. You can export summaries and detailed reports, such as aged debtors or payment history, in various formats (e.g., CSV, PDF) by going to Reporting>Reports>Accounts.
Learn More: Running a Report in CRM
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