Save, share, export and schedule reports
Save a report with its filters, share it, export it to Excel, CSV or PDF, and set up a scheduled report by email on the 1st of every month.
Built a view you’ll want again? Save it. Need it in a board pack or for your accountant? Export it. Want it every month without asking? Schedule it.
Save a report
Set up the report
Choose the report, period, filters and breakdown.
Save it
Click Save this report and give it a name.
Preset periods such as Last 12 months are saved as rolling: the report always shows the latest 12 months. A custom range is saved as fixed.
Share it
Open a saved report and click Share to add colleagues who can view reports. They see it with their own access and can’t change it.
Get it by email every month
Turn on Email me this report on the 1st of every month. On the 1st, you get the report for the month that just ended. It’s sent only to you, with what your access allows you to see.
Export a report
Click Export and choose Excel, CSV or PDF. The file contains exactly what’s on screen, with the same filters.
Turn on Round amounts to whole units for a cleaner summary. Leave it off for files going to accounting — every cent counts there.
Every report export is written to the audit trail.