How to download a report as .XLS or .CSV

If you want to work with the reports generated in CheqBook, you can now download the data as a .XLS or .CSV file work with in Excel or similar spreadsheet software using the steps below.

- Log in to

- Click Reports

- Click the report you want to view

- Click the date range you want to limit the report to

- Click Generate Report

- Click Download as XLS or Download as CSV

- Open the downloaded file in Excel or compatible spreadsheet software

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