If you need to generate a report that includes information for a single month, you can apply a date filter at the time of download. To do this, follow these steps:
Go toReporting > Exporters.
Create anew reportor select an existing one from theMy reportstab.
Click onDownload.
In the date filter, select the same month in both theFrom and To
-
fields.Finally, click onDownload
to get the file with the filtered information.
Important:
Make sure that the settlements or data for the month have already been generated before applying the filter.
You can add additional filters if you need to further segment the information.
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🤖 This article was translated using artificial intelligence. View original article.