All features/Reports
Reports

Excel, CSV and PDF downloads

Export operational and financial reports in the right format.

Understand the workflow ↓
THE OPERATING PROBLEM

Teams need analysis files, system integrations and presentation-ready documents from the same filtered report.

How it works

One controlled flow,
step by step.

01

Open a report

02

Apply filters

03

Choose Excel, CSV or PDF

04

System generates the authorized dataset

Built-in controls

Useful without losing control.

  • Export permission
  • Row and period limits
  • Company context
EXPECTED OUTPUTS
Excel workbook
CSV data file
PDF report
BUSINESS VALUE

Makes reporting useful for analysis, sharing and record keeping.

See this in a demo ↗← Back to all features