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Product Updates


  • Release Notes

Getting Started with RevRec


  • About Chargebee RevRec
  • Quick Start Guide
  • Site Configuration
  • Conversion
  • RevRec Essential
  • Articles and FAQ

Revenue Recognition


  • Configuring Product Catalog
  • Standalone Selling Price
  • Configuring Revenue Rules
  • Recognizing Discounts
  • Revenue Arrangement
  • Prior Period Adjustment
  • Pending Collectibility
  • Chargebee Billing Features
  • Articles and FAQ

Expense Recognition


  • Recognizing Expenses
  • Articles and FAQ

Multi Currency


  • Multi-Currency
  • Articles and FAQ

Multi Entity


  • Multi-Entity

Data Processing & Validation


  • Overview
  • Automated Data Synchronization
  • Importing Data in Bulk
  • Input via User Interface
  • Control Checks
  • Automated Import and Export
  • Understanding Errors
  • Articles and FAQ

Adjustments


  • Manual Adjustments

Reports & Analytics


  • Overview of RevRec Reporting
  • RevRec Standard Reports
  • Articles and FAQ

General Ledger & Accounting Close


  • Journal Account Mapping
  • Understanding Journal Entries
  • Creating Journal Entries
  • Journal Posting & Closing Accounting Period
  • Articles and FAQ

Integrations


  • HubSpot
  • Salesforce
  • QuickBooks Online
  • Xero
  • Sage Intacct
  • NetSuite
  • Stripe
  • Mobile Stores
  • Articles and FAQ

RevRec Premium


  • Overview
  • Quick Start Guide
  • Site Configuration
  • Getting Around RevRec Premium
  • General Ledger & Accounting Close
  • Reports & Analytics
  • Integrations
  1. Revrec
  2. Reports & Analytics
  3. Articles and FAQ
  4. Reports & Analytics
  1. Revrec
  2. Reports & Analytics
  3. Articles and FAQ
  4. Reports & Analytics

How to export a report in RevRec?

Scope

How to export a report in RevRec?

How to export a report as PDF?

How to export a report as CSV?

How to export a report as Excel with formatting/plain text?

Summary

You can export reports in RevRec from REPORT HOME > Open a Report > Export

Solution

Exporting a report

Open a report.

Go to the top menu and click the arrow next to REPORT HOME.

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Open the drop-down menu and click Export.

Select an export option.

In this example, we select Excel with formatting.

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On the next screen, click the Export button.

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Save the file to your device and then open the document.

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Edit the file as required. Use the side button to expand and collapse rows.

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Save changes.

Related Article and Documentation

Overview of RevRec Reporting

Related Articles

Where do I access reports in RevRec?
How are MRR and ARR calculated in RevRec?
How to find the Unearned Revenue Rollforward Report in RevRec?
Where can I find Revenue Journal Report in RevRec?
How to Customize a Report in RevRec?
How to save and share a report in RevRec?
How to add Custom fields to a RevRec report?
What are the categories available on RevRec Standard Reports?

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