ℹ️ Report download rules
you must wait at least 10 seconds between each report request
the same report can only be requested again after 30 minutes from the initial request
Read the following instructions to find out how to request all the reports available:
go to Reports page by clicking on Reports from the main menu on the left
in the reports page click on the Download a report button at the top right
choose the type of report by selecting one from the dropdown menu
then select the year/period of your interest
choose the report format between PDF or CSV
digit the email address you want the report to be sent to (by default the software uses the email linked to your Finbooks account)
click on the Request button at the top right
a modal will appear to inform users about the reception of the report by email
click on Continue to proceed and tick the box (optional) if you do not wish to see this modal again.
once the report is ready, you can see it in the report list and download it by clicking on the Download button placed at the right hand. You will also receive the report in the email inbox at the address you selected.