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How to Download Reports to CSV

This article will help you understand how to download reports to CSV

Written by Tas Liasis
Updated over 4 months ago

If you're looking to download your reports to a csv file to use them in reporting outside of our platform, you can do so by following the below steps.

  • First, navigate to Reports in your account.

  • You can download the Balance Sheet, Profit & Loss, and Money Owed (Money Owed to Business & Money Business Owes) reports by clicking into each report and then clicking on the download icon at the top right corner to download a CSV of the report.

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