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Export Reports

Who is this article for?

Owners, managers, accountants, and authorized team members who need reporting data for internal review or external handling.

Export Reports

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

  1. Open the report you want to export.
  2. Review the selected filters and reporting period.
  3. Start the export action.
  4. Confirm the report you are exporting is the correct one.
  5. Complete the export flow.
  6. Open or verify the exported report after download or generation.
  7. 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.

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