The income and expense reports can be exported as CSV or PDF files. The Profit and Loss statement can be exported to a PDF file.
To export an Income/Expense report
1. From the left-side menu, navigate to the report to be exported. For example, Reports > Income report
or Expense report
2. The report page displays. The report displays all the income for the current financial year by default.
If required, use the filter to change the timeframe of data displayed.
Or group it by Client or Category
3. Click Download CSV or Download PDF as required.
4. Follow the usual process for your browser, and click Open or Save to save the file to your local drive.
To export a P&L report
1. From the left-side menu, navigate to the report to be exported. For example, Reports > Profit & loss
2. The P&L report page displays. It displays all the income and expense data for the current financial year by default. If required, use the filter to change the timeframe of data displayed.
3. Click Export PDF
4. Follow the usual process for your browser, and click Open or Save to save the file to your local drive.
NOTE: If you ever need to export any other data from Rounded, e.g. client info or attachments, we can arrange that for you. Just get in touch via in-app chat
Remember to download the Rounded mobile app!
