Exporting a report

Unlike the Export button on most list screens in SaleSprint — which shows a message and produces no file — the Export on a report genuinely downloads a file.

How to download a report

1. Run the report first. There is nothing to export until it has results.
2. Click Export in the toolbar above the table.
3. Choose Export CSV, Export Excel or Export PDF.
4. For PDF only, a Paper size box appears — pick A4, A3 or A2.
5. The file saves straight to your downloads folder. You will see “Downloaded name” when it is done.

There is no Save as dialog and no choice of folder — it goes to the usual downloads location under a name the app picks from the report’s title.

Set your default paper size once

The paper size box starts on whichever size is set as your personal report-printing preference, so if you always print A4 you can set it once and just click through.

What you get in each format

Format	What it is
Excel	A real .xlsx workbook — bold frozen header row, real numbers you can sum, a filter on every column, and a TOTAL row with live formulas.
CSV	Plain text, header row, data rows and a totals row. For loading into another system.
PDF	Landscape, on your letterhead, with a shaded TOTAL row. This is the one to send to an accountant or a bank.

The file is built fresh on the server, not copied from the screen

Exporting re-runs the report on the server rather than saving what is on screen. Almost always that gives the same answer — but see the warning below for the cases where it does not.

Filters the download ignores

Check these before you trust an exported file

The download does not receive every filter the screen has. Six are dropped on the way, silently — the file simply comes back computed as if you had not set them.

If the report has…	The exported file…
A Category or Brand filter (stock and product reports)	ignores it and includes every category and brand
An As of date (the stock valuation reports)	values stock as of now, not the date you chose
A top 10 or top 20 list	returns 100 rows — 200 on the purchase reports
A basis or product choice (purchase reports)	uses the server’s default instead

The screen is right in all of these cases. It is the file that is wrong.

Until this is fixed: for anything filtered by category, brand or an as-of date, read the figures off the screen, or widen nothing and reconcile the file yourself.

The General Ledger export never works

On the General Ledger report the Export button only becomes available once you pick an account — but the account is one of the values dropped in transit, so the download always fails with a complaint that an account is required.

There is no way around it from the screen. Read the ledger on screen.

Reports with no Export button at all

Two whole groups cannot be downloaded in any format:

• all 13 Manufacturing Reports, and
• the Sales Analytics screens.

Nothing on those screens says so — the Export button is simply absent.

Printing, emailing and scheduling

There is no Print button. Export a PDF and print that.

You cannot email a report from the report screen. There is no send option anywhere in Reports.

Reports cannot be scheduled. Nothing arrives in your inbox every Monday; there are no report subscriptions. Someone has to open the report and run it.

There is no copy-to-clipboard, despite what you may have read elsewhere.

Where the file lands

The filename comes from the report’s title and has no date in it, so running the same report twice in a day produces two files with the same name. Rename the first one before you run the second, or you will not be able to tell them apart.

The date the report covers is printed inside the PDF and the spreadsheet, under the title.

Related

• Reports and dashboards