Mineral Tree Export

The Mineral Tree Export will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for MineralTree. This export is only beneficial for Users who are signed up for MineralTree so that MineralTree can view and pay the User's invoices for them.

Navigation

To navigate to the Mineral Tree Export, click 'My Reports' under 'Reports' in the left pane and then select 'Vendors' in the top header of the reporting window. Once opened, a listing of reports will be shown. 

Find 'Mineral Tree Export' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be set to pinpoint the exact date range a User needs for this export.

Report Parameters

1. Start Date - The beginning date for the report

2. End Date - The end date for the report 

3. Download Button - Exports the form as a XML

Click here to learn more about Report Views and their added functionality.