Once you have created an export, you are able to access them very easily by going to the 'Export history' page:
Here you will see all of your previous exports. The exports are grouped per period:
You will see 3 icons on the right-hand side:
- Folder: click here to save this into a folder within the 'Documents' section on your client file. If you've set up a folder structure, you are able to choose exactly where to save the export.
- Copy: click here to create a copy of the underlying export (or edit this if you need to!). This takes you back to the export page where you need to 'Generate export' once you\ve updated the export (if relevant).
- Delete: bin it!