The pending invoice item data export will generate a .CSV file containing the information you specify.

  1. If you haven’t already, install the Data Exporter app

  2. Click Data Exporter from the left-hand menu

  3. Select the ‘Forecasted charges report’

  4. Customize your report by selecting the columns you’d like to include

  5. Click Download

To learn more about other data you can export from Optix, click here.

Need more info on Invoices?

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