Downloading Reports from Jobber CRM

Steps to Download Customer and Invoice Reports from Jobber

1. Log in to Jobber CRM

• Use your login credentials to access your Jobber dashboard.

2. Navigate to the Client Section

• On the left-hand side of the dashboard, click on the Clients tab.

3. Select All Clients

• Ensure that the status label is set to display All clients.

4. Export Client Data

• In the top-right corner, click on the More Actions button.

• From the dropdown, select Export.

5. Choose CSV Format

• In the pop-up window, choose CSV as the file format.

• The file will be emailed to you once the export is complete.

6. Save the Client Report

• Once you receive the email, download the CSV file.

• Provide a meaningful name for the file (e.g., Customers_2024.csv) and save it to your computer.

Steps to Download Invoice Reports from Jobber

1. Navigate to the Invoices Section

• On the left-hand side of the dashboard, select Invoices.

2. Follow the Same Export Steps

• Follow the same steps as outlined for Clients:

  • Click More Actions in the top-right corner.

  • Select Export.

  • Choose CSV format in the pop-up window.

• The CSV file will be emailed to you once the export is complete.

3. Save the Invoice Report

• Once you receive the email, download the CSV file.

• Provide a name for the file (e.g., Invoices_2024.csv) and save it to your computer.

Troubleshooting:

If you encounter any issues during the export or file-saving process, please contact Jobber support or consult their help resources for assistance.