Generate a report
An exportable report of your activity — KPIs, monthly sales and more — over the period of your choice.
- On the dashboard, click Generate Report.
- Choose the Date Range — This Month, This Quarter, This Year or Custom Range.
- Check the Report Sections you want, for example KPI Summary or Monthly Sales Table.
- Choose the Export Format and click "Generate Report" to download it.
Reports aren't available on the Starter plan — see Compare plans.
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