You can download reports from Bookem to use in Excel or share with your accountant or team. Reports are exported as spreadsheets.
⚠️ Note: Reports are only visible to team members with Admin rights.
Here's how
Follow these steps:
- Go to Reports from the main menu
- Open the relevant tab:
- Open an existing report or create a new one
- Click the Download icon in the top right corner
- Set your export date range, location, and any additional filters eg. Invoice status
- Toggle on/off for tax inclusive totals
- Click 'Download'
- Your report will be exported as a spreadsheet file to your device which reflects the filters and groupings you selected at the time of export.
Tip: Always double-check your date range and location before downloading to ensure the data matches what you need.
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