All reports in Sage Sole Trader include the option to export your data. You can choose your preferred format depending on how you want to use the information:
PDF for sharing or printing
Excel for analysis and custom calculations
CSV for importing into other tools
The export options and process are the same across all reports.
NOTE:
You can't currently export the Nominal Activity Detailed Report view.
Cause
Resolution
Go to Sole Trader.
Open the report you want to export.
Select Share, then choose Export.
Choose your file type:
PDF
Excel
CSV
Select Export to download the file.
TIP:
Depending on your browser settings, your report can download automatically or prompt you to choose a save location.