Export Reports
Download any report as a CSV file to use in spreadsheets, share with your accountant, or keep for your records.
How to Export
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Open Reports
Navigate to the Reports screen from the menu.
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Select a Report Tab
Choose the report you want to export (e.g., Income, Expense, Detailed).
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Set Your Filters
Choose the date range, client, project, or other filters so the export contains exactly the data you need.
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Tap the Download Button
Tap the download icon in the top bar. The report will be saved as a CSV file to your device.
Available Reports
The following report tabs support CSV export. Tap the download button on any of these tabs to save the data.
| Report | What It Exports |
|---|---|
| Income | All income entries (invoices and payments received). |
| Expense | All expense transactions with categories and tax amounts. |
| Transactions | Combined income and expense transactions. |
| Client | Per-client financial summary (requires Pro plan). |
| Detailed | Complete financial breakdown with taxes (requires Pro plan). |
| Timesheet | Work hours, rates, and labor totals. |
| Mileage | Mileage logs with distances and rates. |
| Estimate | Estimate data and status information. |
Using Exported Files
CSV (Comma-Separated Values) files can be opened in most spreadsheet applications. Here are common ways to use your exported reports.
Open in a Spreadsheet
Double-click the CSV file to open it in Excel, Google Sheets, Numbers, or any spreadsheet application.
Share with Your Accountant
Email the CSV file to your accountant for bookkeeping or tax preparation.
Import into Other Software
Use the CSV to import data into QuickBooks, tax software, or other business tools.
Keep as Backup
Save periodic exports as a local backup of your financial records.