Many reports can be downloaded as a spreadsheet or PDF, or sent straight to your printer. This is handy for sharing results, attaching figures to an email, or keeping a record.
What you can do
On reports that support exporting, you’ll see these buttons near the top of the page:
- Excel – downloads the report as a spreadsheet file you can open in Excel.
- PDF – downloads a formatted PDF document.
- Print – opens your browser’s print dialog so you can print the report directly.
Steps
- Open Reports from the main navigation and click the report you want.
- If the report has a date range or other filters, set them and click Apply Filter first so the export reflects what you want.
- Click Excel to download a spreadsheet, or PDF to download a document.
- To print instead, click Print and confirm in your browser’s print dialog.
Tip: The export always matches your current filters. Set your date range (and any status or customer filter) before exporting so the downloaded file contains exactly the period you’re looking at.
Note: The Excel and PDF buttons appear on reports that support downloading. Not every report includes them, but the Print button is generally available on any report page.