Export or copy a report

Some reports can export to a Comma-Separated Value (CSV) file or copy to the clipboard for pasting into another application. Use this to do deeper report analysis in a spreadsheet or to improve the visual look of the report in a drawing or page layout program before printing. Not all reports support this capability. The Comparison and Summary reports are enabled for both exporting and copying to the clipboard. The Category Summary and Tax Schedule reports can only export the data.

Comparison and Summary reports

The Comparison and Summary reports can be exported to a CSV file, which can be opened in spreadsheet applications like Numbers and Excel, or you can copy to the clipboard and paste into a spreadsheet application.

Export a Comparison or Summary report

1. While viewing the report, click Export in the button bar underneath the report title.
2. Select Export to CSV file.
3. Choose the name and location of the CSV file to be created and click Save.
4. In your spreadsheet application, open the file.

Copy a Comparison or Summary report to another application

1. While viewing the report, click Export in the button bar underneath the report title.
2. Select Copy to Clipboard.
3. In another application like a spreadsheet or word processor, paste the report.

Category and Tax Schedule reports

The Category Summary and Tax Schedule reports can be exported to a Comma-Separated Value (CSV) file, which can be opened in spreadsheet applications like Numbers and Excel.

Export a Category Summary or Tax Summary report to CSV

1. While viewing the report click the Export CSV button at the top of the window.
2. Choose the name and location of the CSV file to be created and click Save.
3. In your spreadsheet application, open the file.