ArticleYour business
Build a report
9 Oct 2026 · 1 min read
Turn your records into a report you can share or print.
Pull a report in a few clicks and export it. About 4 minutes. Before you start: You have some data in the app.
Step 1 of 4
1 / 4Reports
Records, ReportsStep 1
Open Reports
Open Records, then Reports.