First off, navigate to the reporting section on on the left-hand panel.

Next, go find the report you want to run and click into it. There's a lot of great system reports already accessible!

Once you're on the report screen, you'll see a big blue run button in the center. Sometimes there will be additional fields for you to select, such as the date, salesperson, or vendor, so select those first and then click Run Report.

On the next screen you'll be able to see the report information. From here, you can view the data, change the sorting, and download to a PDF/Excel/CSV file.

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