How To Download CSV Report File

Role: ✔ Accountant, ✔ Admin, ✖ Team Manager, ✖ Employee, ✖ Bookkeeper

Downloading a CSV report file from Summit is quick and easy. Follow these steps to export your data using the accounting CSV template:

1. Locate the Reports option on the sidebar menu and click on it. This will open the Reports dashboard.
   

2. On the Reports page, select the template that matches your reporting needs.
   

3. You can filter the report based on the 'Approved date' by clicking on the 'Approved at' dropdown.
   

4. Once you have applied the filter, click on the three dots (…) next to the accounting report and a dropdown menu with additional options will appear.
   

5. From the dropdown menu, select ‘Download results’.
   

6. Select the file type and format you require, then click the Download button to save the report file to your device.

By following these steps, you can quickly export and download your accounting data in CSV format. If you encounter any issues, please contact our support team at support@summitglobal.com for assistance.