The pending invoice item data export will generate a .CSV file containing the information you specify.
- If you haven’t already, install the Data Exporter app
- Click Data Exporter from the left-hand menu
- Select the ‘Forecasted charges report’
- Customize your report by selecting the columns you’d like to include
- Click Download
To learn more about other data you can export from Optix, click here.
Need more info on Invoices?