Run, filter and export a report
Find the report you need, filter it, then print it or download it for Excel.
Click Reports in the menu. Reports are grouped into Contacts, Products, Stock, Sales, Purchases and Transfers.
To search, type a word such as stock, supplier or expiry in Find a report.
Click a report to open it. You only see the groups your user level allows.
Financial reports need the View financial reports permission. These are stock valuation, sales profit and item cost history.
Use the filters across the top, such as location, supplier, status or date range. For dates, choose a quick range such as Last 30 days, This month or Last year, or choose your own dates.
Use Search these results… to find a row. Click Reset filters to start again.
- Print / Save as PDF — print the report or save it as a PDF from the print window.
- Excel (.xlsx) — download it to open in Excel.
- CSV (.csv) — download it for Google Sheets or another system.
Exporting needs the Export reports permission.
Good to know: very large reports use the first 20,000 records. If you see a note saying so, add a filter, such as a shorter date range or one location, to get complete figures.
See Which report should I use? for what each report shows.