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How do I export and print key Sisu reports?
How do I export and print key Sisu reports?

Save a tree and view your pretty reports on screen. That being said, you can kill a 🌲 if needed.

Frank Felice avatar
Written by Frank Felice
Updated over 2 years ago

Exporting of complete transaction data (either all transactions for TC and Admin roles or for agents only their transaction) or complete activity data (either all activities for TC and Admin roles or for agents only their activities) requires granting permissions to the user when adding the user or editing existing user permissions.
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The ability to export and print other reports is based on if the user role has access to the report (they will have the ability to print).
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Check out this helpful video for a complete walkthrough.

Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

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