Who is this article for?
Owners, managers, accountants, and authorized team members who need reporting data for internal review or external handling.
Reviewed by: Selio Support Team
Last updated: January 1, 1980
Summary
Export reports so the business can review, share, or archive reporting data outside the live Selio workspace.
Before you begin
- Make sure the report you need is already open and filtered correctly
- Confirm your account has permission to export reports
- Review the selected date range carefully before exporting
- Make sure the team knows which exported report version should be treated as final
Steps
- Open the report you want to export.
- Review the selected filters and reporting period.
- Start the export action.
- Confirm the report you are exporting is the correct one.
- Complete the export flow.
- Open or verify the exported report after download or generation.
- Share, archive, or continue review using the exported version as needed.
Troubleshooting
- The export option is missing: Your account may not have access to exporting tools.
- The exported report does not show the expected data: Recheck the report filters and time range before exporting again.
- The team exports multiple conflicting versions: Standardize who exports reports and when.
- The exported report is used without validation: Always review the exported output before sharing it.
