All Collections
Reports
Common Report Issues
My report is only showing totals. How do I see the details?
My report is only showing totals. How do I see the details?
Updated over a week ago

When you export your report in spreadsheet format, it will have several tabs including the Summary, Business List, Personal List, and Pending List. The first tab is always the Summary, so this will give you the high level overview and totals. 

To see the details, look along the bottom of your screen and click on the tab you want to view.

Note: The PDF reports are typically high level summaries of your data, so for detailed reports, you will want to export the spreadsheet report. Also, we recommend reviewing your report on your computer so you can easily view and switch between tabs in the spreadsheet.

Did this answer your question?