Run drill into and export an accounting report

Steps

1. Open Accounting → Reports and select the property.

2. Use Search reports or the report catalogue to choose the statement or performance report.

3. Set its date range or as-of date, currency and available account/source filters. For Business Performance Review, choose the review cadence and anchor period.

4. Review the loaded totals, definitions, freshness and any partial-data indicators. Open a ledger detail to inspect the entries behind a figure.

5. With export permission choose CSV, XLSX or Print for that report, or Finance pack for the package. Check the exported period/currency; reports keep currencies separate rather than silently converting them.