Reports

Export a report as CSV or PDF

Every report block has Export CSV and PDF. That is the reliable way to take numbers out of PayBlah today.

4 of 4 in Reports

Report blocks with Export CSV and PDF buttons
Showcase book · Harbour Print & Signage (sample data) · light theme

On Reports, each block ends with export actions.

Export once

  1. Pick the period if the block cares about it (activity / recovery / who-owes).
  2. Scroll to the block you need.
  3. Press Export CSV for a spreadsheet, or PDF for a fixed layout.

Your browser downloads the file. Share it with your accountant or file it with month-end papers.

What is not ready

  • Email this monthly does not send yet — no scheduler/recipient list is live.
  • Settings → Export everything is also not available yet.

Tips

  • Export aged debtors when you need a right-now AR snapshot.
  • Export collection activity when you need a send count for the period.
  • Keep PDFs when you need a frozen view; use CSV when you will re-sort in a spreadsheet.

PayBlah is accounts-receivable automation software. You remain the creditor. Confirm local rules with your own advisor for your territory (US, UK, Ireland, or Australia).