Print or export a report to PDF, Excel or CSV
Prepare a readable copy of the selected report.
Reviewed 9 October 2026
WHERE TO GO
Report toolbar → Print / PDF / Excel / CSV
Step by step
Set the company, date range, filters and detail level first.
Review the report on screen.
Choose the available Print, PDF, Excel or CSV action.
Select a save location or printer when prompted.
Open the resulting file and check its headings, date range, row count and totals before sharing.
What to check
- The exported or printed copy contains the intended report and period.
Things to know
- Your role needs export permission where required.
- Spreadsheet exports depend on the report’s table layout. Check multi-section reports rather than assuming every section is included.
- A browser or printer dialog must be completed for printing to finish.