Before downloading a report
Reports are only available if you have an active subscription that matches the requirements for your transactions.
On the Reports page, click Download reports to access the report menu; it may look different depending on your country settings.
Note: The report accuracy depends on how complete the data is and the reconciliation work you've done following your Review page.
Refer to these guides for related topics:
1. Identify if it's failed or just taking longer to generate
Reports are usually generated within 5 to 15 minutes. Downloading a PDF report may take longer if
You have over 100,000 transactions.
You use complex inventory methods like HMRC or Adjusted Cost Basis.
What you'll see if the report is generating in progress:
The download button shows a loading spinner.
Page remains responsive.
No error messages.
🔨Resolutions:
Give it a bit more time to generate the report.
2. Reports failing to download
Here are some scenarios you might encounter if your reports fail to download:
Clicking 'Download Selected,' 'PDF,' or 'CSV' doesn’t trigger any response.
A blank page appears instead of the report.
The page redirects you back to itself without downloading the report.
Troubleshooting steps
Refresh the page.
Perform a hard refresh.
Log out and log back into your account.
Ensure your browser isn’t blocking pop-up windows.
Ensure your browser and PDF reader are the latest version.
Clear your browser history, cookies, and cache.
Switch to a different browser (Google Chrome is recommended, especially if you’re using Safari).
Try accessing the report on another device, especially if your current device is older.
Get the Reports Sent to Your Email
You can also go to Settings > Account > Email Reports and select 'Always send reports by email' to receive the reports via email.
For Users of the Accountant Portal
You can locate the 'Always send reports by email' option under Workspace Settings > Account > Email Reports.
Need More Help?
If you have any questions or need assistance, we're here to help! Feel free to reach out to us via the in-app chat in the bottom-right corner or send your inquiries to [email protected].