Export a copy of your report

At any time, you can export a copy of your report to Excel or PDF. This saves a snapshot of your budget, forecast and scenarios.

From the Customise Layout, Preview and Complete tabs, click the Excel or PDF buttons to export your report. The report exported is based on the filter you set in the Customise Layout screen.

To export your data in CSV format for importing into Xero, go to the Customise Data screen and click the Export Xero CSV button.

Elsewhere in Help Centre:

Export your report
Share your report
Delete a report

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