Export Reports to PDF & Excel

Export any report — sales, purchases, P&L, ledger statements, or GST summaries — to PDF or Excel and share them with your accountant or team.

Step-by-step guide

1. 1

   Open the report you want to export

   Navigate to Reports and open any report — Sales Summary, Profit & Loss, Customer Ledger, GSTR-1 Summary, or Stock Statement. Apply any date filters and groupings you need before exporting so the exported file reflects exactly what you see on screen.

2. 2

   Tap the Export button

   Tap the Export icon (download arrow) in the top-right corner of any report screen. A modal appears with format options. All reports support PDF export; tabular data reports such as Sales by Item and Purchase Summary also support Excel (XLSX) export.

3. 3

   Choose PDF or Excel format

   Select PDF if you are sharing with a customer, investor, or for printing. Select Excel if your accountant needs to manipulate the data, build their own pivot tables, or import it into accounting software like Tally or Zoho Books.

4. 4

   Configure export options

   For PDF exports, choose between a branded template (with your logo and business details) or a plain white template. For Excel, choose whether to include raw transaction rows or a grouped summary. Tap "Generate" to create the file.

5. 5

   Share the exported file

   Once generated, the file opens in a share sheet. Send it directly via WhatsApp, email, or save it to Google Drive, Dropbox, or your phone's local storage. The file name includes the report name and date range for easy organisation.