Select "Dashboard" choose either "Work" or "Forms"
Press the status that you want to have a filter
Press the 3 little dots and choose from "Export forms to CSV" or "Export forms to Excel"
Only those line items/category can be generated (see attached file)
- LodgeiT exports based on filters. below sample filtered as "draft" for ITR's only.
Export shows only 5 Draft forms and its details
If you need to export all forms, the "All" tab must be selected, check the filter if relevant to add some of it -
- Financial Reports (SPFR) and Workpaper export is not yet available