Reports & export
Getting figures out of Businessly as a PDF or a spreadsheet — for your accountant, for a customer, or just for your own records.
Wherever you see a period and a Share button — the cash book, expenses, a customer's statement — you can export what is on screen.
Choose the period first
The period control offers All time, this week, this month, last month, last 30 days, and Choose exact dates… for anything else.
Then the format
Share this record gives two options:
| Send on WhatsApp — Share a copy (e-mail or print too) | |
| Excel | Save as Excel (for accountant) — A spreadsheet saved to your device |
What you can export
- Cash book — every movement in the period, as PDF or Excel
- Expenses — the filtered list, grouped or flat
- A customer's statement — their history for a date range, as PDF
The share sheet lets you send it straight to WhatsApp, email or Drive, or save it to the phone.
PDFs go through the print dialog, where you can print or save to a file. Excel files save directly.
Which to use
PDF for anything a person will read — a customer wants a statement, you want a record of the month.
Excel for anything a person will work with. An accountant almost always wants the spreadsheet.
What it is not
There is no profit-and-loss statement, no tax report, and no balance sheet. Businessly exports the records you entered; turning those into accounts is your accountant's job.