Downloading Financials in Digits

Need to share your client’s financials outside of Digits? No problem. Whether you're prepping for a board meeting, audit, or tax filing, exporting the data you need is fast and flexible.

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Step 1: Open Financials

Click Financials from the left-hand navigation.

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Step 2: Choose a Report

Select a report type from the selector along the top.

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Step 3: Adjust Filters

• Date range (YTD, Last Month, Custom, etc.)

• Display view (Totals, Monthly Deltas, or Averages)

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Step 4: Export Options

Download Financial Package (Top-right button)

• Choose multiple reports to export together (e.g., P&L + Balance Sheet)

• Generates a single Excel file per report

Download Single Report (Per-section button)

• Found directly above each report

• Downloads just that specific view in Excel format (.xlsx)

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Frequently Asked Questions

Can I download more than one report at once?

Yes. Use Download Financial Package (top-right). You can select multiple reports, and Digits will export each one as its own Excel sheet.

What format are financial exports in?

All Financials exports download as Excel (.xlsx) files—ideal for workpapers, audits, and analysis.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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