Everlance enables you to “Export Your Data” as often as you would like. This data can be sent to your accountant for Tax purposes or if you like to be the gatekeeper of your own data, you can store it on your own device.
Step 1: Click on the Profile icon (top left of Home Screen).
Step 2: Scroll down and click on “Export Data”
Step 3: Click on the calendar icon at the top of the screen to choose your date range.
*If you have a Premium account, click on "Advanced Options." From there, you can select the filters you need for your exports such as a PDF or CSV file type or a specific business line. Next click “Export Data” and it will be sent to your inbox!
Have questions? You can email us at email@example.com. Or you can contact us at (872) 814-6308 (USA Only). Our Live Support hours are 9am-5pm EST Monday-Friday and 9am-1pm EST on weekends.
I follow these instructions and the report that is sent is always blank.
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