Export

Nothing is locked in. Every report exports, every document prints to PDF, and the whole dataset is a PostgreSQL database you can take a dump of whenever you want.

• Download any report as CSV, with the columns you chose on screen.
• Print any document to PDF, from your own template.
• Export a payments file to hand to the bank instead of printing cheques.
• Download a full backup of the dataset from the control panel, on demand.
• The backup is a standard PostgreSQL dump — restorable on any PostgreSQL server, by anyone.
• Query the database directly for reporting, or point a spreadsheet or BI tool at a read-only connection.
• If you ever leave, you leave with everything, in a format that does not need us.

Where to find it Download CSV button on every report  ·  The format selector at the foot of every document  ·  Export › Payments  ·  Dashboard › Backup

Getting data out

1. Every report result has a Download CSV button above the table. The file carries exactly the columns on screen, amounts as plain numbers, and is named after the report.
2. Documents — invoices, orders, statements, cheques, pay slips — print to PDF from the screen that made them: choose PDF in the format selector and press Print, or E-mail to send it as a PDF attachment.
3. Export › Payments writes a payments file for the bank.
4. A full backup of the dataset is downloaded from the control panel dashboard; it is a PostgreSQL dump that restores anywhere.