The client queries report in Analytics will show what Queries are outstanding that can be shared or exported to Excel for usage.
The following steps outline how to use this report.
Open Analytics and click on the Client Reports icon on the left.
Select or search for the client you want to view
Click on the Open Report for Client queries
You will have three tabs to view the following information.
Unreconciled Transactions
Bills without attachments
Bank Transactions without attachments
Power Tip - You can also export this data to Excel using the ... in the corner of each report, which is the standard for every PowerBI report in XBert.
