Reports are only available if you have an active subscription that matches the requirements for your transactions.
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:
Possible Scenarios for Reports Failing to Download or Getting Stuck
Here are some scenarios you might encounter if your reports aren’t downloading:
Clicking 'Download Selected,' 'PDF,' or 'CSV' doesn’t trigger any response.
The page or button keeps loading, but the report doesn’t download.
A blank page appears instead of the report.
The page redirects you back to itself without downloading the report.
Why Your Report Might Take Longer to Generate
Downloading a PDF report may take longer if you have over 10,000 transactions or are using specific inventory methods like HMRC or Adjusted Cost Basis.
Reports are usually generated within 5 to 15 minutes. If the download button spins for more than 15 minutes, try the troubleshooting steps below.
Troubleshooting Checklist
Refresh the page.
Perform a hard refresh.
Log out and log back into your account.
Ensure your browser isn’t blocking pop-up windows.
Update your browser to 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).
Confirm your PDF reader is up to date.
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].