Export a report as PDF, CSV or Excel

You can download any table report, including a saved one. Useful for your accountant, for printing, or for further calculations in a spreadsheet.

Export a report

1. Open the report from Reports and set the period, filters, grouping and columns the way you want them in the file.
2. Click Options at the top right.
3. Choose Export as PDF, Export as CSV or Export as Excel.
4. The file lands in your downloads. For a large report this can take a moment.

What is in the file

• All rows of the report as you set it up, including the rows you had not brought on screen with Load more yet.
• Only the columns you switched on, with the Total row at the bottom.
• The file name is the standard report's name with the start and end date, for example Sales summary 2026-10-01 2026-10-20, also for a saved report. For a report without a period it is just the name.

The three formats

• PDF: landscape A4, with the column headers on every page and page numbers. The period and the grouping are at the top.
• CSV: plain text for any spreadsheet program. Fields are separated by a semicolon, and amounts have no euro sign. Accented letters stay intact in Excel.
• Excel: an .xlsx file with real numbers, and date-only columns as real dates, so you can calculate with it straight away.

Who may do this

Whoever may open a report may also export it; there is no separate permission. You can only open the Client list with Can view client profile and Can download clients. You set this under Settings › Team members › Permission roles.

Frequently asked questions