How to export and share reports
Need to send something to your accountant, business partner, or just keep a backup in case your laptop decides to go for a swim? Exporting reports from stub is quick and painless.
You can turn any report into a neat PDF or a CSV file faster than you can say “tax season panic.”
Save it your way: PDF vs CSV
- Open the report you want (e.g. Profit & Loss, Cash Flow, VAT).
- Apply any filters you need (date range, tags, the works).
- Click the three dots in the top-right corner.
- Select Download and pick PDF or CSV.
Boom. Your download starts instantly.
PDF vs CSV: which one to pick?
- PDF: Polished and presentation-ready. Perfect for accountants, meetings, or your “look how official I am” folder.
- CSV: Raw data you can open in Excel or Google Sheets. Ideal for number crunching or building custom charts.
Share reports your way
Once downloaded, you can:
- Attach it to an email or WhatsApp.
- Save it to cloud storage like Google Drive or Dropbox.
- Print it for in-person meetings (or for that filing cabinet you swear you’ll clear out).
Quick checklist before exporting
- Double-check the date range.
- Apply the right tag filters (Pro).
- Make sure transactions are categorised; “Uncategorised” items can mess up totals.
💡Tips
- Always export a CSV if you’re planning to re-slice or pivot data – way easier than copy-pasting later.
- Send your accountant both versions: the PDF for quick reading, the CSV if they want to dig.