English
HomeDext PrecisionUsing Dext PrecisionClient OverviewClient ReportsExporting Reports
Client Overview
  • Clean-up
    • Bank Reconciliation
    • Unreconciled transactions (QBO Only)
    • Duplicate Contacts
    • Duplicate Transactions
    • Multi Coded Contacts
    • Contact Defaults
    • Dormant Accounts
    • Recalculating Precision Data
  • Insights
    • Control Account Insight
    • Historical Changes
    • Corporation Tax
    • Fixed Assets
    • Aged Balances
    • Activity Stats Insight
    • Cost Analysis
    • Sales Analysis
    • Benchmarking
    • Australia Payroll Checks
    • ABN Lookup Integration
    • Recalculating Precision Data
  • Client Activity
    • Business Performance
    • Activity Stats Insight
    • Client Health Score
  • Checks
    • Health Checks
    • VAT Return Checks
    • Precision VAT Guide
  • Client Reports
    • Exporting Reports
    • Custom Reports
    • The Client Sandbox
  • Client Configuration
    • Client Overview
    • Lock Dates
    • Client Visibility
    • Client Tags
    • Tax & Control Accounts
    • Connecting to HMRC for VAT (UK Only)
    • ABN Lookup Integration
    • Companies House
    • Syncing Clients

Exporting Reports

Most reports that you create from either the Sandbox or a Custom Report, or within any grid in a Check, you can export to a spreadsheet file.

You can do this from the Export button in the banner at the top of the report (to produce a .xlsx file), or if you can’t see the export button at the top of the page you can export to a csv file by right-clicking anywhere inside the grid and choosing Export -> CSV Export.

Contact Us
Français

Dext © Copyright 2023