Revenue Reports | Aged Trial Balance

Head to your Engagifii Workspace

1. 1. Click on Revenue

   

2. 2. Click on Reports

   

3. 3. Click on Aged Trial Balance…

   

4. 4. To expand for any organization, click on the Plus sign to the left to expand the invoices within

   

5. 5. In the expanded view, you'll see the list of invoices and the state that they are in

   

📤 Exporting Your Report

1. 6. Click on the Settings icon (wrench)

   

2. 7. Click on Export

   

3. 8. Choose the fields in the left hand section that you want in your export

   

4. 9. Click on Export Report Data…

   

5. 10. To immediately go to your download, click the link in the pop up window that says "My Area -> Downloads"

   

6. 11. You'll see your report listed here