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
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Start Date | The beginning date for the report. |
End Date | The end date for the report. |
Download Button | Exports the form as an XML. |
Export
