A report you cannot get out of the app is a report you cannot give to the person who asked for it.
PDF is for reading and for handing over: it looks the same on every screen and is what a bank or a landlord expects. CSV is for working with: it opens in a spreadsheet, so figures can be sorted, filtered and combined with something else.
Having both matters because the people who ask for your numbers want different things. Your accountant wants data; a lender wants a document. Neither should require retyping.
With the period and filters you want.
PDF to read, CSV to work with.
To the person who asked.
So the same view can be produced again.
Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.
Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.
What you are exporting and how it travels.
Sales day book · Party-wise outstanding · Stock summary · GSTR-1
Every feature, by plan →Any of them, as PDF or CSV.
CSV, so they can work with the figures rather than retype them.
Yes, alongside downloading and sharing.
A document to read and a file to work with are not the same request.
