Prepare Reports Before Exporting

Use a simple checklist before exporting reports so totals, date ranges, and filters are ready for accountant or team review.

Step-by-step guide

1. 1

   Choose the right report

   Open Reports and select the report that matches your question. Use Sales for revenue, Purchases for supplier bills, Expenses for spending, Cash & Bank for money movement, and Profit & Loss for overall performance.

2. 2

   Set the date range first

   Before checking totals, select the exact date range required. For month-end review, use the first and last day of the month. For tax or annual review, confirm the financial year dates with your accountant.

3. 3

   Review filters and grouping

   Check whether the report is filtered by customer, supplier, item, category, staff, or payment mode. Remove filters if you need the complete report.

4. 4

   Compare totals with source entries

   If a total looks unexpected, open the related sales, purchase, expense, or ledger entries before exporting. Correct missing or duplicate entries from the relevant section.

5. 5

   Export and share securely

   Export the final report as PDF or Excel if available. Share it only with the people who need it, because reports can include sensitive business information.