Export a copy of your report

At any time, you can export a copy of your report to Excel or PDF. This exports a snapshot of the report as it stands in the Customise Layout tab. 

Note: The Excel version of the report does not include any chart pages.

From the Customise Layout, Preview or Complete tab, 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.

If you based your budget, forecast or scenario on Xero or MYOB data, to export your data in a CSV format for importing back into these products, go to the Customise Data screen and click the Export Xero CSV or Export MYOB CSV button.

Elsewhere in the Help Centre:

Export your report
Share your report
Delete a report

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