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How to export a financial report

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Written by Richard Pasquin

Exporting a Report

Note: To export a report, you must first run a calculation from the Transactions page in Cryptoworth. For detailed instructions, please refer to the "How to run a calculation" guide.

  1. After Running a Calculation, from the side panel, navigate to the Reports page.
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  2. Choose a report from the menu on the left.


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  3. Click on the Export button.
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  4. Select a date range (if applicable to your report), then select the report type (CSV or PDF).
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  5. Click Export again.


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  6. Click on the Entity History link.
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  7. Click on the Download icon next to your report name and save it in your system.
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  • You can also export reports while on the Reports page by clicking the Report Export History icon near the header (See image).
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  • Click on the Download icon next to the name of your report to download and save it in your system.
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To receive email copies of your reports:

  • Navigate to Entity Settings > Email > enable the option to deliver reports via emails and click Save.
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    Once this option is selected and saved, you will automatically receive an email copy of the report once it is exported.
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