Exporting a Report
Download any report as PDF, Excel or CSV, print it, and understand how a large export is built without tying up the page.
Every catalog report exports from the Export menu on its toolbar. What you export is what is on screen: the same period, filters, grouping, measure and units.
The Export Menu
| Menu item | What you get |
|---|---|
| A formatted PDF of the report. When a chart view is on screen, up to twelve of those charts are captured and rendered on trailing pages. | |
| Excel | An XLSX workbook of the table. Table only — no charts. |
| CSV | Comma-separated values of the table. |
| The same PDF, opened in a new tab with the print dialog. | |
| Email report… | Opens the Send report dialog — see Emailing a report. |
While a file is being built the button reads Exporting…. The file is named after the report path and its period — finance-pl-2026-01-01-2026-12-31.pdf. A failure raises an Export failed toast with the reason.
Sales Performance, Purchase Performance and Sales Margin by Transaction show 50 rows by default and carry a Show top selector. The export ignores it and includes the whole set.
Print opens a new tab, so a pop-up blocker can swallow it silently. The page tells you rather than leaving you waiting: Print window was blocked — Allow pop-ups for this site, or use Export PDF instead.
How an Export Runs
Exports are built in the background and polled, so a report covering a year of documents does not freeze the page it came from.
A job is created for the report path, the period, the filters and the format. A format the platform does not recognise is refused; no format at all defaults to PDF.
The page checks every 1.5 seconds. The job is processing, then completed or failed. Checking stops after five minutes: Export timed out after 5 minutes. Try a shorter date range or fewer columns.
A finished file downloads automatically, once.
| Limit | Message |
|---|---|
| A file over 25 MB | Export is too large to deliver (NN MB). Narrow the date range or filters. |
| A finished file asked for twice | Export not ready, expired, or already downloaded. A file downloads once. |
| Asking more than five minutes after it was started | This export is no longer available. Exports stay downloadable for 5 minutes — please run it again. |
| Another user's job | Refused, and refused in exactly the same words as an expired one — confirming which it was would disclose that somebody else's export exists. |
Filters Are Named, Not Just Applied
An export carries the names of the filters in force, not their identifiers — a PDF says Center: London and Customer: Acme Corp. A reader who was not there when you ran it can still tell what they are holding.
Units travel too: a report read in Thousands exports in Thousands, so the screen and the file never disagree.
Pages That Print Instead
A handful of surfaces are laid out as a printable page rather than a table, and carry a Print / PDF button that prints the page from your browser instead of building a file on the server:
| Surface | Why |
|---|---|
| Bank & Cash Pulse | A composed analytics page, not a table |
| Collections by Bank | The same |
| Group reporting (consolidated view) | A multi-section pack with a masthead |
| Composed reports | Built as a printable pack, with the header you designed |
| Daily packs | A frozen snapshot printed as issued |
Ledger workbooks are different again: always Excel, always built on the server, and documented under Ledger workbooks. Table reports export their full result set from the server, up to 5,000 rows — see Building a table report.
Every Export Is Recorded
Each download is written to the security log as a data export — the module, the resource and the format — and appears in the tenant activity timeline. Exporting requires the same permission as reading the report; there is no separate export right to grant or withhold.
Related
- Sending it to someone instead of downloading it: Emailing a report.
- Having it arrive on its own: Scheduling a delivery.
- Which charts survive which format: Charts & the View as menu.
- Document PDFs — invoices, receipts, statements — are a different system: Settings → Document templates.