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Financial reports and planning

Export the complete matching General Ledger

Use the report download for the selected filter scope instead of copying one visible page.

Updated 2026-11-11

Download report exports the General Ledger result for the selected company, dates and filters. Use it when the review needs the matching activity beyond what fits on the screen. A copied table page may contain only part of the result.

Check the account, memo and counterparty criteria before starting the export. The same matching rules apply to report totals and downloads. Retain the scope with the exported file so another reader can reproduce it.

If an export is in progress, use Cancel export when you no longer need that operation. Do not start several overlapping downloads merely because a larger result takes longer than a short page load. Follow the page's result or error state before retrying.

Current report and journal-detail access still apply to exported data. A download should not be expected to reveal information hidden in the permitted view. After opening the file, compare its period and filters with the intended review and distinguish individual journal lines from the number of separate journal entries.

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