Exporting and printing the Customer Payments report

Once you have generated the Customer Payments report with your desired filters, you can export it for use in spreadsheets, emails, or archival—or print it for paper records.

Before you start

• The report must be generated first. If you have not run the report yet, see Running the Customer Payments report.
• Ensure you have applied any filters you want the export to include (e.g., date range, customer, payment method).

Steps to export as Excel

1. After the report displays on screen, look for the Export button (typically in the toolbar above the report table).

2. Click Export as Excel (or the equivalent option).

3. Your browser downloads a .xlsx file (e.g., Customer_Payments_Report_2026-07-03.xlsx) to your default download folder.

4. Open the file in Microsoft Excel, Google Sheets, or another spreadsheet application.

Steps to export as PDF

1. With the report displayed, click Export and select Export as PDF.

2. Your browser may ask where to save the file. Choose your preferred folder and confirm.

3. The PDF is saved with filters and report title included at the top.

4. Open or email the PDF as needed.

Steps to print

1. With the report displayed, click Print (or use your browser's keyboard shortcut, typically Ctrl+P or Cmd+P).

2. Your browser's print dialog opens.

3. Choose your printer, page orientation (landscape often works better for wide reports), and any other settings.

4. Click Print.

Tips & common mistakes

• Headers and filters appear on exports: when you export or print, the report includes the title, applied filters, and the report date at the top. This is intentional and helps document what data is shown.
• Large reports may take a moment: if you are exporting a year's worth of payments from many customers, the export may take a few seconds.
• Check your download folder: if the file does not appear in your expected location, check your browser's default Downloads folder.
• Share confidently: exported reports do not include sensitive backend data—only the report rows and basic filters. You can safely email them to accountants or share with management.
• Use Excel to filter further: after exporting to Excel, you can sort by customer, amount, or date within the spreadsheet without regenerating the report.