Each major entity has its own exports page where you set up an export, start it, and download the result once it's ready. Exports are prepared in the background, so a large export doesn't tie up your session — you can leave the page and come back when it's done.
Where it's available
- Clients — go to Client exports.
- Projects — go to Project exports.
- Tasks — go to Task exports.
- Transactions — go to Transaction exports.
- Subscriptions — go to Subscription exports.
- Time entries — go to Time entry exports.
- Invoices (list rows) — go to Invoice exports.
- Email logs — go to Email log exports.
Single-invoice PDFs are a separate per-invoice export from the invoice detail page — distinct from the invoice row export above; see Invoices. Documents use a similar per-document PDF export from the document detail page.
The insights and reports views have their own export surfaces — a separate Export action that builds formatted breakdowns rather than a raw row dump. See Transactions reports and Time tracker reports.
Format choices
Each entity supports CSV, XLS, and PDF. Pick the format in the export dialog when you start the export.
Column selection
The export dialog lists every available column as a checkbox. The defaults are sensible per entity — heavy or rarely needed columns (for example, the full projects column on clients, or the tasks column on projects) start off unchecked, so you don't accidentally generate a huge file. The transaction net/tax columns start unchecked for the same reason; see Recording tax.
Your column choices aren't remembered between sessions. Each time you open the dialog, the defaults reload.
Date-range filter
A from/to date filter is available on transactions and time entries exports. The other entities export everything currently visible.
Language
The export dialog has a language picker that sets the language of the generated file's column headers and labels. It defaults to your current app language, but you can override it per export — handy when you need to share a file in a different language without switching your whole interface.
Workflows
Generate an export
- Open the entity's exports page.
- Click New export.
- Pick the format, the columns, the language, and (for transactions and time entries) a date range.
- Click Generate export. It appears in the history list and moves through
pending, thengenerating, thenready. - Once it's
ready, click Download.
Re-download a past export
The history list keeps every earlier export. Each row shows the format, the number of rows included, the file size, and when it was created. Click Download any time.
Delete a past export
Use the row's action menu. A confirmation prompt asks before deleting. You can delete finished exports as well as ones still in progress (an in-progress export is cancelled).
Tips and edge cases
- Currency columns follow your settings. Amounts use your Currency formatting so the file matches what you see on screen. Pick the
nonethousands separator if you plan to re-parse the file elsewhere. - PDF exports are summaries, not full records. Heavy columns are abridged in the PDF format; use
CSVorXLSif you want to bring the data back in through Import from CSV. - You can leave the page. An export keeps preparing even if you navigate away — just return to the exports list to download it.
- History keeps growing. Old exports stick around until you remove them, so clean up ones you no longer need from time to time.
On mobile
Not available on the mobile app — manage from the web app. (The mobile app can still export a single invoice or document to PDF from its detail screen.)