Reports & Data Extractions

Learn how to generate reports for multiple entities onto one document.

3 articles in this collection
Written by Andrew Dravucz, Adrian Camara, and Kyle Marks

Overview: Basics of Reports

Learn the fundamentals of how reports work.

Written by Andrew Dravucz
Updated over a week ago

Using Filters to Create Reports

Written by Adrian Camara
Updated over a week ago

Exclude Data in Reports

Generate reports faster by excluding specific data from the reports.

Written by Kyle Marks
Updated over a week ago