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Exporting and Sharing a Report

Every report in Sumung can be exported, emailed, printed, or shared as a link, so you can use your financial data outside the app.

Steps

  1. Open any report and set the filters you want reflected in the output.
  2. Click the Export button in the top right.
  3. Choose Export to PDF, Export to Excel, Email Report, Print, or Share Link.
  4. If you choose Email Report, follow the prompts to send the report to a recipient. If you choose Share Link, a shareable link to the report is generated.

Good to Know

Related Articles

  • Getting Started with Financial Reports in Sumung

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