1. After logging in, Go to Reports under ACCOUNTING & REPORTS

2. Click on Owner tab

3. Click on Bill Markup Record

4. Click on – Select a Date Range

5. You can also select any timeline as per your choosing

6. Click on – Consider Date Range For

7. Choose the any option from Owner Invoice Date & Bill Date

8. Click on View Report

9. Drag column headers into the square space to group them in “Drag a column header here to group its column”

10. Once dragged, it will represent like this. Click on CLEAR FILTER to reset

11. Export your report for use in Excel or CSV format