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Can I export my report data?

Quick steps to download your reports

Written by Michelle

The Income and Expense Reports and Timesheets can be exported as a CSV or PDF file. The Profit and Loss statement (P&L) can only be exported as a PDF file.

To export an Income or Expense Report or Timesheets

  1. Go to ReportsIncome report or Expense report or Timesheets.

  2. Adjust filters like date range if needed.

  3. Click Download CSV or Download PDF.

  4. When prompted by your browser, choose Open or Save to save the file to your device.

To export a P&L Report

  1. Go to ReportsProfit & loss.

  2. Adjust filters like date range if needed.

  3. Click Export PDF.

  4. When prompted by your browser, choose Open or Save to save the file to your device.

Remember to download the Rounded mobile app!

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