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Every report in the Reports hub works the same way: open it, narrow it with filters, then export the result. This page walks through that flow.

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Open and filter a report

1

Open the report

From the Reports hub at /reports, select the card for the report you want. It opens at /reports/:reportKey.
2

Set the filters

Choose the filters the report offers — most reports include a date range, and some add further filters relevant to that report. The view updates to match your selection.
3

Review the result

Read the report on screen to confirm it covers the period and scope you expect before exporting.
The available filters depend on the report. A receivables-aging report and a VAT summary, for example, will not offer exactly the same options.

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Export the result

When the report shows what you need, export it in the format that suits your next step:
1

Choose a format

Pick the export format — Fatorly supports CSV, Excel (xlsx), and PDF.
  • CSV — a plain comma-separated file, best for importing into another tool.
  • Excel (xlsx) — a spreadsheet you can open and work with directly.
  • PDF — a fixed-layout document, best for sharing or filing.
2

Generate the export

Confirm the export. Fatorly builds the file from the report as you have filtered it.
3

Collect the file

The finished export is added to your Downloads, where you can download it.
Set your filters before exporting — the export reflects exactly the rows and period currently shown in the report.
  • Reports — the hub listing every available report.
  • Downloads — where your generated exports land.
  • Scheduled Reports — run a report automatically instead of by hand.