Export a report to Excel, CSV or PDF
The statements, custom reports and dashboards have an Export button with three choices: Excel, CSV and PDF. The file is the report as it is on the screen, with the amounts kept as numbers. PDF opens your browser's print dialogue, where you choose Save as PDF.
What can be exported
- The trial balance, profit and loss, balance sheet, cash flow and fund flow
- Budget vs actuals, ownership and equity, and the consolidation worksheet
- Receivables and payables aging, journal entries and the intercompany balance check
- Custom reports, dashboards and board packs
The three formats
Choose Export, check the scope and period, and choose a format:
| Format | What you get |
|---|---|
| Excel (.xlsx) | The report as shown on the page, with the amounts kept as numbers so they still add up. Notes follow the table. |
| CSV (.csv) | The report as shown on the page, with the amounts as plain numbers. Notes follow the table. |
| Export to PDF | Opens your browser's print dialogue. Choose Save as PDF there. |
The file matches the screen
The file has the same columns, rows and subtotals as the page. Rows you have hidden are left out, and a note on a figure carries a number in the file that matches the note under the table. Change what is on the screen first, then export.
Export is available once the report has its figures.
From the report editor
While you edit a report, More has Print, Export to Excel and Export to CSV. Print is the way to a PDF there.
Dashboards and board packs
A dashboard exports to Excel with one sheet for each component. A board pack prints or saves as PDF, and exports to Excel with one sheet for each section. Export a dashboard and Prepare and approve a board pack have the details.