How to Export Reports for Your Accountant or Team

How to Export Reports for Your Accountant or Team

Introduction

Exporting lets you share clean, filter-ready data with accountants, auditors, or project partners.

What’s Included in Exports

  • Applied filters (project, stage, vendor, date range).

  • Line-item details (description, quantities, unit cost, totals).

  • Beneficiary and status info (Pending/Processing/Completed/Cancelled).

How to Export

  1. Go to Reports → Export

    • Open the report view you want to share.

  2. Choose Format

    • CSV for spreadsheets and accounting systems.

    • PDF for summary sharing and presentations.

  3. Apply Filters

    • Set project, stage, vendor, and date range.

  4. Export

    • Click Export and download your file.

Notes & Tips

  • Tip: Set a monthly export schedule (e.g., last business day) to streamline accounting reviews.

  • Use CSV for bulk reconciliation; use PDF for exec updates.

FAQ

Q: Can I schedule automatic exports?
A: You can adopt a recurring workflow by exporting on a set cadence; automated scheduling may be available depending on your plan.

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