Reports
Exporting reports
CSV for spreadsheets, PDF for filing. Every report supports both.
Every report has an Export button in the top right. Two options.
CSV
Download CSV opens the report's data as a spreadsheet file. Specifics:
- Headers match the column structure of the on-screen report.
- Section column (where applicable) labels each row as Revenue, Expenses, Assets, etc.
- Amounts are plain decimal strings — no currency symbol, no commas. Excel/Numbers/Google Sheets parse them as numbers automatically.
- Currency appears in the amount column header (e.g.
Amount (USD)). - UTF-8 BOM is prepended so Excel opens it correctly on Windows without character mangling.
- Filename includes the report name and the date range, e.g.
axerity-income-statement-2026-01-01-to-2026-05-24.csv.
Save as PDF triggers your browser's print dialog. From there:
- Choose "Save as PDF" as the destination.
- The print stylesheet automatically:
- Hides the sidebar, top bar, page chrome, and filter controls.
- Forces light-mode colors regardless of your current theme.
- Adds a clean report header with title and date.
- Removes shadows and rounded corners that look weird on paper.
You can also use it to print to a real printer — same path.
Where to find Export
It's in the top-right of every report page:
/dash/reports/income-statement/dash/reports/balance-sheet/dash/reports/trial-balance/dash/accounts/[id](the account ledger)
Use cases
- CSV is for downstream analysis — pivot tables, custom charts, sending to your accountant in their preferred format.
- PDF is for filing, archiving, sharing externally, attaching to emails.