Print and export reports

A report on screen is for reading; a PDF is for sending, filing or handing to an auditor, and a spreadsheet is for working the figures further. PDFs are prepared in the background, so you can carry on working while a long report is built.

Print a report as a PDF

Print a report once its figures on screen are what you want to send, because the PDF is built from the same filters.

1. Run the report.
2. Click the printer icon, Generate PDF, at the top right.
3. Carry on working. A message such as Generating Trial Balance… shows while the file is prepared.
4. When the notification says the file is ready, click Download on it.

The PDF opens in a new browser tab. It carries your company name, the subsidiary it covers or All subsidiaries, and the subsidiary’s tax number when it covers one. The printer icon stays greyed out until the report has been run and has rows.

Note

The PDF is printed in Arabic, right to left, when you use Axon Suite in Arabic, and in English otherwise. Spanish screens print English PDFs.

Print a document

Invoices, credit notes, payments, journal entries and purchase orders print the same way, from the document itself.

1. Open the document.
2. Click the printer icon, Generate PDF, at the top right.
3. When the notification says the file is ready, click Download on it.

Printed from	What you get
A customer invoice	The tax invoice, with its e-invoicing QR code where one applies. See Customer invoices.
A credit note	The credit note, with its e-invoicing QR code where one applies. See Credit notes.
A customer or vendor payment	The payment voucher, with the invoices or bills it settles.
A journal entry	The journal voucher, with every line. See Journal entries.
A purchase order	The order to send to the vendor. See Purchase orders.
An account in the chart of accounts	Every entry ever posted to the account, oldest first, with a running balance and its totals.

Download a file again

Every PDF and export you ask for is kept, so you can download it again without building it twice.

1. Go to Finance ‣ Reports and click Download hub.
2. Find the file in the Report center. The newest is at the top.
3. Click Download on its row.

Each row shows the Report, its Status (Pending, Processing…, Completed or Failed), when it was Requested and Completed, and the Reason when it failed. Only Completed rows can be downloaded. You see only the files you asked for yourself.

Note

A file asked for while one subsidiary was picked downloads only while that subsidiary, or All subsidiaries, is picked at the top of the screen. Otherwise it answers The report was not found.

Export a report to a spreadsheet

Export when you want to sort, chart or add to the figures yourself.

1. Run the report.
2. Click the export icon, Export, at the top right.
3. Pick Export CSV or Export Excel.

The file downloads straight away. It holds the rows on screen, so a search you typed narrows the file too. On the balance sheet and the income statement, each account is one row, with its Section and Group beside it.

Example

An office supplies distributor exports the income statement for each quarter to Excel and adds the four quarters side by side, so the owner can see which expense groups grew through the year.

Messages you may meet

Message	What to do
Run the report to enable PDF	Click Run first; the PDF is built from the filters you ran.
You have too many report or export jobs in progress. Wait for some to finish.	Twenty files are already being prepared for your company. Try again in a few minutes.
The report is still being generated; download it once it completes.	Wait for the notification, or for the row to show Completed.
The report failed to generate, so there is no file to download; request it again.	Read the Reason on the row, correct it if it names a cause, and print again.
Too many rows for an in-browser export (…). Refine your filter or use the server export.	The report has more than 25,000 rows. Narrow the period or the search, and export again.