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How to export a financial report

C
Written by Cryptoworth Support
Updated over a week ago

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.


  2. Choose a report from the menu on the left.


  3. Click on the Export button.


  4. Select a date range (if applicable to your report), then select the report type (CSV or PDF).


  5. Click Export again.


  6. Click on the Entity History link.

  7. Click on the Download icon next to your report name and save it in your system.

  • You can also export reports while on the Reports page by clicking the Report Export History icon near the header (See image).

  • Click on the Download icon next to the name of your report to download and save it in your system.

To receive email copies of your reports:

  • Navigate to Entity Settings > Email > enable the option to deliver reports via emails and click Save.

    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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