On Reports, each block ends with export actions.
Export once
- Pick the period if the block cares about it (activity / recovery / who-owes).
- Scroll to the block you need.
- 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.