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, flexible, and built for firm workflows.
Exporting Reports
Digits lets you export your reports with just a few clicks:
- Go to the Custom Reports tab from the left-hand navigation.
- Choose the report you want to export (e.g., Profit & Loss, Balance Sheet, Trial Balance, AR/AP Aging). Hint: you can choose more than one!
- Customize the date range and filters as needed.
- Click Export in the top right.
- Choose your format: PDF or CSV.
Pro tip: Use the CSV export if you need to adjust data manually or upload it into another system.
Exporting from the Ledger Tab
From the Ledger tab, click the three-dot menu in the top-right corner to access your export options:
- Download CSV – Grab a .csv of the currently filtered transactions. Great for quick reviews or spreadsheet uploads.
Pro tip: Apply filters first to export just what you need. - Export CSV to Documents – Save the filtered CSV directly to the client’s Documents folder in Digits for internal use or future sharing.
Note: Documents is only available for users on Core or Custom plans. This feature is not included in the Essentials plan. Learn more about plans here. - Download Financial Package – Export a full financial package including the Ledger, Trial Balance, P&L, Balance Sheet, and Cash Flow reports—perfect for audits, reviews, or client delivery.
Exporting for Your Clients
If your clients need a copy of their books:
- You can export on their behalf and email the file.
- Or, if they have access, they can run the same export from their dashboard.
FAQs & Related Articles
Need help? Contact our support team. We’re here to make reporting painless.