Is there a way for me to generate a pdf summary for the year with my Business name on it?

The only option I'm seeing is the excel spreadsheet and that does me no good. It would be great if there was an option for me export my summary showing gross and net sales with my business name attached. Similar to bank statements.

 

Is there a way to do this? Help would be greatly appreciated. 

1,715 Views
Message 1 of 2
Report
1 REPLY 1

Hi @kevonrphotog,

 

The closest I could figure out is under CUSTOM REPORTS you can add a name to the report and other stats you would like. However, I could not find any image adding function nor a .pdf export function either. What I can think of, off the top of my head, is making a template in Word with the logo on the header and maybe the footer and import the excel portion into the body of the page then export to a .pdf. I know this can be an inconvenience but that's all I could think of for now.

.E
1,651 Views
Message 2 of 2
Report