How to Export Any Finance Report

Overview
Download report data in CSV format for offline analysis or sharing.

Steps

1. On any report page, ensure at least one row appears in the table.

2. Click the Export button beneath the chart or table.

3. Save the downloaded CSV or Excel file.

Tips

• Name your exports with date and report type (e.g. “IncomeVsExpense_Apr2025.csv”).

• Use CSV exports to feed into your accounting software.

Troubleshooting / FAQs

• Q: Export button missing.

  • A: Check your user role has “Export Reports” permission under Roles & Permissions.

• Q: File is empty.

  • A: Confirm your filters produce at least one table row before exporting.