Reports

How to export reports to Excel or PDF

Get a real, styled spreadsheet or a print-ready PDF from any report, with the columns you choose.

Open any report and you'll find three buttons: Export Excel, Export PDF, and Print.

Export Excel

This produces a real, styled .xlsx file — bold header row, sensible column widths, and proper currency/number formatting on the actual numeric cells, not a plain CSV wearing an Excel extension. You can drop it straight into whatever your accountant already uses.

Export PDF and Print

Export PDF saves a print-ready document; Print sends the same layout straight to your printer or a PDF-printer driver, whichever your Windows setup is configured for.

Choosing columns (Customer Report)

The Customer Report has a "columns to export" checklist — uncheck anything you don't want included, and Excel, PDF, and Print all honor exactly what you've selected, not just the on-screen table.

Filtering first

Sales, Cash, Quotations, and Expenses take a date range — presets like Today, This week, This month, or a custom From/To. Customers and Stock are live snapshots instead, so there's no date range to set on those two.

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