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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 Reports → Income report or Expense report or Timesheets.
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  2. Adjust filters like date range if needed.
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  3. Click Download CSV or Download PDF.
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  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 Reports → Profit & loss.
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  2. Adjust filters like date range if needed.
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  3. Click Export PDF.
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  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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