Download or print your reports (CSV & PDF)

How to export a DashVue report to CSV or print it to PDF for your accountant, and what this feature does not do.

Every DashVue report has an export option so you can hand a copy to your accountant, keep records offline, or drop the numbers into your own spreadsheet. This article covers how to export to CSV or print to PDF, and what the export feature does and does not do.

Where to find the export option

Open the report you want to export. Exporting is available on:

  • Profit & Loss (/reports/profit-loss)
  • Cash Flow (/reports/cash-flow)
  • Per-Item Profit (/reports/per-item)

On each of these pages, look for the export control near the top of the report (usually beside the date range or filter controls). It gives you two choices: Export CSV and Print to PDF.

How to export to CSV

  1. Open the report you want (Profit & Loss, Cash Flow, or Per-Item Profit).
  2. Set the date range and any filters so the report shows exactly what you want to export.
  3. Select Export CSV from the export control.
  4. Your browser downloads a CSV file containing the report as currently shown on screen.
  5. Open the file in a spreadsheet application, or send it straight to your accountant.

How to print a report to PDF

  1. Open the report you want (Profit & Loss, Cash Flow, or Per-Item Profit).
  2. Set the date range and any filters so the report shows exactly what you want to print.
  3. Select Print to PDF from the export control.
  4. Use your browser or operating system’s print dialogue to save the report as a PDF file, or print it directly.

Because this uses your browser’s own print function, the exact steps and layout options (paper size, margins, headers and footers) depend on the browser and operating system you are using.

What this feature does not do

Per-page export only

Exporting and printing work on a per-page basis: whatever report you have open is what gets exported. DashVue does not have a report builder for combining or customising reports before export, and it does not offer scheduled or emailed reports. If you need a report on a recurring basis, you will need to open the page and export it manually each time.

Tips for working with accountants

Match the date range to your accounting period

Before exporting, set the report’s date range to match the period your accountant needs (for example, a tax year or a calendar month) so the figures in the file line up with their records without extra editing.

If your accountant wants raw figures to work with in a spreadsheet, CSV is usually the better choice. If they want a clean, readable document to file or attach to an email, Print to PDF is usually the better choice.

Last updated 2026-07-04.

Was this article helpful?

Related articles

Back to help centre