How to generate reports

Refundo provides information on a variety of reports within the Dashboard to help tax professionals make smart decisions for their business.

Roger Chinchilla avatar
Written by Roger Chinchilla
Updated over a week ago
  1. Click on the Reports tap from the left-hand menu

2. Choose the report you need by clicking on the "Run" button right under the report name

3. Apply filters if applicable and choose which format you'd like to generate the report in (PDF or CSV)

Did this answer your question?