How to Export A/R Reports

Owned by Chris Gipson (Unlicensed)
Last updated: Jun 26, 2024 by Ally Greene
1 min read

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > A/R Report.

  3. Adjust filters to desired data range and click Filter.

    1. Note: If an end date is not entered, the default view will be from the start date to present.

  4. In the list view under Balance, Credits and Users, scroll all the way to the bottom.

  5. In the same list view, scroll all the way to the right.

  6. In the top right hand corner, click the >.

  7. Additional columns will now be visible.

    1. Note: If this is not done prior to exporting, only the columns visible in the default view will be exported.

  8. Click and Export to Sheets or Export to Excel.

  9. If steps 4-6 were completed, the additional columns will be included in the export.

  10. Save export and format, as needed.

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