Export Report as PDF or CSV

Once you have created a report, you can export it in a PDF or CSV format. Exporting your reports makes them easy to save on your computer or print. 

1. Go to your Reports view by clicking on the left expense icon and then clicking Reports. 

2. Click on the report you want to export.

To export as PDF: 
3. On the report view, click the PDF icon to export as PDF.

4. A new tab will open in your browser and your report will be saved as a PDF to your computer. Exported reports will be in your computer's Downloads folder.

To export as CSV:

3. On the report view, click the CSV icon to export as CSV.

4. A new tab will open in your browser and you report will be saved as a CSV to your computer. Exported reports will be in your computer's Downloads folder. 

 

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