Export and print reports
Download supported financial reports as PDF or Excel files and print report pages.
- Who can do this
- Owners, or people with View financial reports
- Where
- Reports
On this page
Download a report
- In General, open Reports and select the report. In Nonprofit, use Other reports under Nonprofit, Reports, or the shared Reports group when shown.
- Apply its dates and other supported filters.
- Select Generate.
- Select Export.
- Select PDF or Excel.
Who can do this and what you need
The income statement, balance sheet, trial balance and general ledger support PDF and Excel downloads. Cash flow also supports both formats, with comparison limits described below. You need View financial reports permission, or owner access. These financial-report downloads use the same viewing permission.
The seven dedicated Nonprofit reports instead offer PDF and CSV downloads and update when filters change.
The download uses the last applied filters. Changes you type without generating are not included. Excel downloads use the .xlsx format. On the general ledger, select an account first; its export controls appear after an account is selected.
Know what each download includes
| Report | Download behavior |
|---|---|
| Income statement, balance sheet and trial balance | PDF and Excel include prior figures when a comparison is applied. Generate the earlier period separately to see its full account list. |
| General ledger | Includes the selected account's entries, opening balance and closing balance. |
| Cash flow | PDF and Excel include the selected method's details, including indirect-method adjustments. Print the page to retain comparison columns. |
| AR and AP aging | Use the printer icon to print the report. |
Project profitability has a separate CSV download. See Read project profitability reports for its filter limits.
Read row labels when checking Excel subtotals; the income statement's discount subtotal and some balance-sheet subtotals appear in a different column from account amounts.
Print the page
- Generate the report you want.
- Select the printer icon in the report header.
- Review the browser's print preview.
- Complete the browser's print dialog.
The three reconciliation reports use a labeled Print button and require View reconciliations permission. Print preview can differ from the screen because controls and some summary panels are hidden in print layouts.
What happens next
Check the exported dates and scope before sharing a file. To understand a difference between a file and another report, see Why two reports can differ.