How do I export or email a financial report?

Open this screen in Saral/accounts/individual-report

Each tab on Financial Reports has its own buttons: an A3 landscape PDF of the statement (or of the Balance Sheet + P&L together on the Report tab), an Excel workbook with every total a live formula and the account detail in the outline, a CSV, or an email with the PDF and workbook attached. The trial balance exports as PDF (debit and credit columns) or Excel with a debits = credits check. Every export carries the Report details block — period, basis, prepared date and provenance — so the file makes the same claim as the screen.

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.