How It Works
Creating Custom Reports
One way of exporting your data is to create a Custom Report that sends the results to an exported .CSV (spreadsheet) file.
For help manipulating CSV data, do a web search for resources, or check out one of our resources here: CSV Manipulation.
Using ZG Standard Reports & Exports
Dashboard > Data Tab >> Standard Reports and Exports
Application & Review Data – CSV Exports
- Data Tab
You can also click into the Data tab to use our Standard Exports to quickly download the following data sets in .CSV format:
Document Attachments – ZIP Files
All Document Attachments (.ZIP file) – All attached documents
Exportable Reports Viewable Online
Additional, there are several standard reports that can be viewed online and exported to an Excel file, including:
- Invoice Payment Summary
- Invoice Reports
- Payment Reports