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How do I export an accounting report?

Describes how to download an accounting report as a PDF or CSV file.

You will need the Full Read Accounting permission to perform this action.

You can download any accounting report as a PDF to print or share, or as a CSV file to open in a spreadsheet program such as Excel.
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Export a report

  1. Go to Accounting > Reports in the left-hand menu, then click the report you want in the Reports widget.

  2. Set the Date Range and any additional options, then click Refresh.

  3. Use Expand 1 Level and Collapse 1 Level to show the amount of detail you want. The export matches the detail showing on screen.

  4. Click Export above the report on the left, then choose PDF or CSV.
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     Export menu open on an accounting report showing PDF and CSV

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