Step 1: Open Your Spreadsheet and Access LiveFlow
Open Google Sheets or Microsoft Excel.
Make sure the LiveFlow extension is installed and logged in.
From the toolbar, select Create Report in the LiveFlow menu.
Step 2: Select Your Rollup and Customize Parameters
In the Create Report menu, go to Select Report Source and scroll to the Rollup section.
Choose your company and adjust the report parameters (e.g., date range or filters) to fit your needs.
Step 3: Generate the Report
Click Generate Report to populate your spreadsheet with the rollup data.
Review and customize the report as needed.
And that’s it! Your account rollup report is ready to use in Google Sheets or Excel.