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How to export Customers & Suppliers information
How to export Customers & Suppliers information

Export customers and suppliers' data

Updated over a week ago

You can export your Customers & Suppliers data as shown in the Performance tab by adding it to a report and then export it.


  1. Create a new report from scratch. You can select the Portrait or Landscape layout, but not the dashboard layout if you want to export it.

  2. From the Widgets section, drag and drop the Customers & suppliers widget onto the report.

  3. Use the Date filter to change the period.

  4. You can also click each header to apply filters

  5. You can also resize the table and add more information to the report.

  6. When ready, you can Print it to save as a PDF file, or publish it to export it.

๐Ÿ“ŽNOTE: Customers & Suppliers data isnโ€™t available when creating widgets from the Builder tool.

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