Exporting, printing and emailing reports

Share reports with the same headings, periods and financial structure used on screen.

Step by step

1. 1Open the report and choose the intended period, branch, partner or account as applicable. For statements, choose the required period columns and expand the sections you want displayed.
2. 2Wait until the selected report has finished loading and check its title and amounts.
3. 3Open the export action and choose PDF, Excel or CSV. Use Print for the available print view.
4. 4PDF exports preserve statement section headings, account indentation, subtotals and final totals. Numeric values align right; longer PDFs repeat report headers and include page numbers.
5. 5For email, enter the recipient and the available CC, subject, attachment format, filename and message fields. Review the selection before sending.
6. 6Check the generated attachment and any delivery result. A CSV is a data export, not a formatted PDF statement.