Export Not Working
Troubleshoot report, ledger, or list export issues when PDF or Excel files do not generate correctly.
Step-by-step guide
- 1
Check export availability
Export options can vary by report, section, app version, and plan. Confirm that the export option is visible for the specific screen you are using.
- 2
Apply a smaller date range
If a large export fails, try a shorter date range or fewer filters. Large files can take longer to prepare depending on the data volume.
- 3
Allow browser downloads
On web, allow downloads or pop-ups if the browser blocks the file. Also check the Downloads folder before retrying.
- 4
Try another format if available
If Excel export fails, try PDF export or vice versa where available. This can help you continue work while support checks the issue.
- 5
Contact support with export details
Share the report or section name, date range, selected format, browser or device, and screenshot of any error message.
Pro Tips
- Export only the period you need.
- Use clear file names after download.
- Avoid repeated clicks while an export is being prepared.
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