ContributionsMost RecentMost LikesSolutionsStatements: Excel copy Hi, Clients have requested the ability to send out a statement in excel so the receiving party can import the info directly into their software. currently exporting data through 'reports' and using that means however is a time consuming process. perhaps a dropdown in the email statements section (like pdf/no PDF) to allow a statement to be sent as an excel (.csv) file. TJ "Send out statements to clients in excel"