How to create and view a simple custom report, and then export the list as a PDF or CSV file.
From your Dashboard menu:
Click on the grey Add Customer Report button
You an add filters to your results. There are five different drop-down menus that will allow you to filter the results in your report.
Click on a Filter drop-down menu to choose a filter option.
Note: You can also type 'True' or 'False' in the text box for filter options such as the Double Opt-in Status filter.
Click on the Custom CRM Form Filter drop-down menu.
Scroll down the list of options in the drop-down menu until you see the WorkflowMax Fields option.
Click on this option to select it. (Xero Practice Manager was previously called WorkflowMax).
At the bottom of your new report you will see a grey button labelled Export Report. Click on this button and a drop-down menu will appear.
You can choose whether to export the report as a PDF file, or in spreadsheet form as a CSV file.
Oct 26, 2015