How to Download Consolidated Reports from Docyt

Steps to download the consolidated reports for Single Business:

1. Navigate to the 'Reports' tab and select any report from Basic / Expense Reports / Management / Revenue / Departmental / Labor report.

2. Click on Report module name for which you want to download the reports.

1. Select the period for which you want to download the reports.

2. Click on “Customize” at the top to set your download preferences (e.g., % column, Previous Year, Budget Comparison).

1. Move the cursor to top-right corner and click the ellipsis icon (...)

2. Choose whether to include or exclude drill-down for export.

1. A pop-up will appear which will give option of 'Data Export'.

1. Click the 'Data Export' option to view the exported report lists. The most recent report that needs to be downloaded will appear at the top of the Data Export list.

2. To download, click the ellipsis icon (...) next to the report and select “Download.”