Reports by Category (Premium)

Thank you for being an Everlance Premium member! Follow these steps to create reports by specific categories.

*For a basic guide on how to generate a report, select your device to view the respective tutorial.*

Android          iPhone

 1. Tap the Settings icon and Generate Data Export

2. Tap Advanced Reports and select an option for both Purpose and Business Line. Of course, you'd still want to choose your Export Type and Format. Once you're done, tap Save in the top right.

If you have any questions, we'd love to hear from you! Drop a line at support@everlance.com