The Customer Timeline contains all interactions with a customer, including invoices, payments, credit notes, and communications. Exporting the timeline to a PDF allows you to keep a record, share it with colleagues, or attach it to reports.
Steps to Export a Customer Timeline
Access the Customer Profile
Go to the Customers Dashboard.
Select the customer whose timeline you want to export.
Select Export Options
In the Timeline tab, click Export.
Choose the start date and end date for the export.
Click Export timeline as PDF.
Access the Report
Check your inbox for an email from Kolleno.
Open the email and click Download File to access your PDF.
Alternative Access via Reports
You can also access exported timelines directly within Kolleno:
Go to Reports in the left-hand menu.
Scroll down to View Report Downloads.
Find your file under Customer Timeline.
Click the download icon to save it.
