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How to Export Reports to CSV or Save To PDF
How to Export Reports to CSV or Save To PDF

Create a CSV or PDF file for any financial report.

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Written by Support Team
Updated over 2 years ago

Step 1: Select "Reports" on the left side of the screen.

Step 2: Select which report you would like to export such as "Profit vs. Loss" or "Budget vs. Actual."
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Step 3: If you would like to export the report as a CSV file, click "Export" on the right side of the screen. A CSV file will automatically start downloading.ย 

Step 4: If you would like to export the report as a PDF file, click "Save as PDF" on the right side of the screen. A PDF file will automatically start downloading.
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