How to export a report

What it's for

When you need the figures outside the app — for your accountant, a spreadsheet, or your own records — you can export a report's data to a file.

Where to find it

In Reports, each report can be exported — either the Download icon on its card, or the Export CSV button once it's open.

Step-by-step

1. Open Reports and choose the report area you want.
2. To export straight away, click the Download icon on the report card. To export a filtered view, click View first.
3. If you opened it, apply any filters (like the date range) so the export contains just the data you need.
4. Click Export CSV to download the report as a spreadsheet file.

Tips & limits

• Export CSV reflects the filters you've applied — set your date range first so the file matches what you see.
• The exported file opens in spreadsheet software, so you can sort, total, or share it as needed.

Related articles

• How to view a report
• Understanding reports and dashboards