How to Export Reports as either CSV & PDF

FINSYNC allows you to export your data in either CSV or PDF formats. 

  • PDFs are great if you don't want the recipient to be able to easily edit the data or you want physical copies.
  • CSVs are great if you want to work with the data in Excel or other similar programs. 

In order to being exporting your reports from FINSYNC, follow the steps outlined below:

1. Mouse over the Reports tab in the top menu and select which type of report you would like the export from the dropdown menu.

2. Locate the Download button in the top right corner of the report. Mouse over Download to choose between PDF and CSV.
Reports - Download

Note: To print, first create a PDF, open it (it may open automatically in your browser), and click print from your PDF viewing application.