Download any report as a CSV, an Excel file or a PDF from its Options menu. The file follows what's on screen: the same dates, location and filters.
Before you start
- Who can do it: anyone who can open the report, if their role has Can export reports. Without it, Options keeps Duplicate and favourites but has no export items.
- Set up the view first. Choose the dates, location and filters you want in the file.
Download a report
Open the report
Go to Reports and open the report.
Open Options
Select Options at the top. On a phone it's an icon button.
Choose a format
Choose Export CSV, Export Excel (.xlsx) or Export PDF. A CSV downloads at once; Excel and PDF take a moment to build.
Which format to choose
| Format | Best for |
|---|---|
| CSV | Another system, such as payroll software or your accountant's spreadsheet. Plain data with every row, not just the page you're on. |
| Excel (.xlsx) | Working in a spreadsheet yourself |
| A finished copy to share, such as a month-end pack |
Money is exported as plain numbers, so spreadsheet formulas work straight away.
Check it worked
The file opens with the same columns and totals you saw, for the dates you chose.
If something goes wrong
Rows are missing
The file follows the screen. Check the dates and the location in the location pill; a report for one location exports only that location.
Excel or PDF won't download
They're limited to about 20 an hour for your business, to keep Owneli fast. Wait a little and try again, or use Export CSV. A very long date range may need splitting.
Can a report email itself to me?
Not a single report, but the weekly digest emails you the month's results against your goals. Go to Settings → Business → Goals & digest, open the Weekly digest tab and select Add recipient. To send payroll to your accountant, see Prepare payroll for your accountant.