Frequently Asked Questions

Can I save or send Reports?

The Reports in FreshBooks put all the data together to present you with a picture of your business' finances, both generic and specific. Reports are useful for tax reporting as well as helping make business-related decisions based on your numbers and data. You can also use Reports to export any data out of your account as needed.

All of the Reports available in FreshBooks can be easily saved or sent by email (like to your accountant). There are three options available in each Report, in the top right corner:

Export for Excel

  1. Click on More Actions
  2. Click on Export for Excel
  3. A CSV file will download to your computer.

Print

  1. Click on More Actions
  2. Click on Print
  3. You can either print out this Report, or choose to save it as a PDF inside the printer dialog box.


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Send

  1. Click on the Send button. 
  2. An email template will appear. Type in the email address and feel free to specify a personal message (optional)
  3. When you're done, click on the Send Report button. 

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