Firmhouse offers various exports that you can generate and download. We will keep updating and adding various standard reports and exports as we receive feedback from you as customers.
Generating and downloading a report
Steps
In your Firmhouse project, go to Reports in the sidebar.
Find the report you need and click Get report
Fill out the input parameters for your report. Some are required. And some are optional.
Choose the fields you want included in the report.
Click Generate report.
Wait for the report to be generated. This hopefully takes only a few seconds or minutes. But on large exports with wide date ranges it could take up to an hour to generate.
A download button will appear under the Generated reports heading.
Click Download
Reports are automatically removed 24 hours after being created.