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7. Reports

User & Administration Guide — Version 1.0.0.24

Guide summary

Reports builds a column picker over requests, vendors, clients, and categories, then exports the result.

On this page

Build a report

Report builder with a column picker and export
Pick columns from requests, vendors, clients, and categories, then export.
  • Choose the list the report reads: requests, vendors, clients, or categories.
  • Pick the columns to include.
  • Export the result.

Reports read the SharePoint lists setup created. They do not copy data out of the tenant.