The Company Data Report is a report on company data by the selected category. Categories include vendors, products, accounts, categories, transactions.
Step 1: Go to the Reporting tab.
Step 2: In the General Reports section, click the Company Data.
Step 3: Select which data you would like to view in the report.
Please Note: if choosing to view Transactions, you will need to define a Date Range.
Step 4: Click Run Report.
Step 5: Your report result will appear below. Click Export to Microsoft Excel to save the report to your computer.
