Exporting and printing the Sales Summary report

The Sales Summary report is ideal for sharing with management, boards, or external stakeholders. You can save it in multiple formats or print directly.

Before you start

• The Sales Summary report must be displayed on screen (you've already run it).
• You must have permission to export reports (ask your admin if the export option is not visible).
• Decide whether you need Excel (for further analysis), PDF (for read-only sharing), or CSV (for data import).

Steps to export to Excel

1. On the Sales Summary report page, look for the Export button (usually at the top right).

2. Click Export and select Excel or Download as Excel.

3. Your browser will download a .xlsx file named sales-summary-report-<date>.xlsx.

4. Open it in Microsoft Excel, Google Sheets, or any spreadsheet application.

5. You can now:

   • Add charts to visualize your top customers or products
   • Create pivot tables for deeper analysis
   • Add your own formulas (margin %, growth rates, etc.)
   • Email the file to stakeholders

Steps to export to PDF

1. On the Sales Summary report page, click Export and select PDF.

2. (Optional) Choose PDF settings: page orientation (portrait/landscape), page size, margins.

3. Click Download PDF or Save.

4. The file saves to your Downloads folder.

5. PDF is best for:

   • Printed reports that look professional
   • Read-only sharing (cannot be edited)
   • Archiving monthly/quarterly summaries

Steps to export to CSV

1. Click Export and select CSV.

2. A .csv file downloads automatically.

3. CSV (comma-separated values) is a plain-text format useful for:

   • Importing into accounting software or databases
   • Analyzing in R, Python, or other data tools
   • Sharing with team members who prefer raw data

Steps to print directly

1. On the Sales Summary report page, click the Print button or press Ctrl+P / Cmd+P.

2. Choose your printer and paper settings.

3. Select Landscape orientation if the report is wide (especially if grouped by product with many columns).

4. Reduce margins to "Minimal" if you want all data on one page.

5. Preview before printing to ensure all columns and rows fit.

6. Click Print.

Tips & common mistakes

• Exporting takes time: Large reports (100+ rows) may take 10-15 seconds to prepare; wait for the download to complete.
• Check your Downloads folder: Browser downloads go to your Downloads folder by default.
• Excel for sharing with your team: Excel lets you add notes, formulas, and charts for presentations.
• PDF for formal reports: Use PDF when submitting to external auditors, board members, or customers.
• Printing landscape: Most summary reports are too wide for portrait orientation; always use landscape when printing.