How to export a table

Every list can be saved as a CSV, Excel or PDF file — for a spreadsheet, a stock report or the accountant.

1. Open the list you want — for example, in the sidebar under Stock, click Balances. (Items, Movements, Jobs and every other list work the same way.)
2. Narrow it first if you like: Search, Filter, Columns — the file contains the rows you see and the visible columns in their current order.
3. Press Export at the top right of the table and choose CSV (.csv), Excel (.xlsx) or PDF (.pdf).
4. The file downloads and "Export ready" appears. On lists with tick boxes (such as Items), tick rows first and the menu also offers Selected rows only.

Last updated 2026-11-03