Reports
How do I export a report?
Download the expense summary as a PDF from the shared Reports area.
The Expense summary in the Reports area can be exported as a PDF — handy for month-end reviews or handing figures to your accountant. This report is part of the Invoicing product.
Export the expense summary
- Go to Reports.
- Open the Expense summary section.
- Choose how to group the results — by category, bank account, or month.
- Apply filters to narrow the range — by date and by status.
- Review the totals and the grouped breakdown.
- Click Export PDF to download the report.
The PDF is generated on the server and downloaded through a signed link. Email logs, the other report in this area, is a delivery-log view and does not have a PDF export.