Export, print and share reports
CSV for spreadsheets, PDF for printing, and packs for your accountant.
- Export CSV downloads the report as you see it.
- Print / PDF opens a print-ready version; choose "Save as PDF" in the print window.
- Save view keeps your dates and settings for next time.
- Create adviser pack bundles the year's reports for your accountant.
Rather than emailing reports, you can invite your accountant to Plain with the Accountant or Viewer role. See Invite your team.
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