Help · Reports

How to run, filter and export a report

Run one report for a period, filter it, print it or export it to CSV.

Who can do this: Everyone in your organisation who has access to this app.

Steps

Step by step

Open the report from Reports.
Set the period (this month, last quarter, financial year or custom dates) and any filters (customer, account, warehouse…).
Read the table; use Find in report to jump to a line.
Export CSV for Excel, or Print for a PDF.
If your organisation has opted in to Bebaak AI, click Ask Bebaak AI to get a plain-language explanation — it's a draft, check it against the figures.

Very large reports show the first 5,000 rows — narrow the dates or export in smaller periods.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.