Export and print any report
You will have the report filtered to the period and party you want, printed with your company header, or saved as an Excel file with the same rows and columns.
Every report on the Reports screen shares one toolbar: a range filter, one or more party filters, a print button and an Excel button. Lists such as Bookings, Customer Invoice and Fuel Tracking have the same Excel button on the grid. The steps below apply to all of them.
Before You Start
- The financial year you want is set up under Settings › Financial Year; This Financial Year uses the one marked active.
- Settings › Company has the Company Name, Address, Company Logo and Digital Signature you want on the printed sheet.
- The entries you expect to see are saved and, for journal vouchers, approved rather than left as drafts.
Steps
- Open Reports and pick the report from Transport, Finance or Published custom reports. Hover a name if you are unsure; statements are per party, books are per account, profit reports are per vehicle.
- Set Select Range to Current Month, This Financial Year or choose custom from and to dates. Statements and books open with the balance at the start of the range, so a custom range starting mid-year still shows the correct opening figure.
- Pick the Vehicle, Customer, supplier or employee if the report asks for one. Single statements need one party. Balance statements and the all-vehicle reports take the range only.
- Run the report and check the first and last rows against the range you set. If a row you expect is missing, check its date and, for drafts, its status.
- Click the print button to get the sheet with your company header. Use the browser’s print dialog to choose paper size or save as PDF.
- Click Excel to download the same rows as a spreadsheet. The export respects the filters on screen. Sort and total in the spreadsheet; the app keeps its own order.
- For a raw list instead of a report, open the screen (for example Bookings or Vehicles › Fuel Tracking), set its date range and status filters, and click Excel there.
Filters on the report toolbar
Filter | What to choose | On which reports |
|---|---|---|
Select Range | Current Month, This Financial Year, or custom from and to dates | All |
Vehicle | One vehicle, own or market | Vehicle Statement, Vehicle Profit/Loss, Vehicle Maintenance Statement, Vehicle Travel Log |
Customer | One customer | Single Customer Statement |
Supplier | One supplier | Single Supplier Statement |
Employee or Driver | One person | Single Employee Statement, Driver Statement, Driver Run Sheet |
Ledger | One account from the Chart Of Accounts | Ledger Report |
Quick filters | Whatever the builder set as Filter by | Published custom reports |
What This Changes
- Nothing in the data. Reports read entries; printing or exporting does not post, lock or mark anything.
- The downloaded file is a copy as of that moment. Re-export after you correct an entry.
Tips
- Export the Customers Balance Statement and the Trial Balance on the same day at month end so the receivables total can be tied to the ledger.
- For a customer who wants one statement a month, set a custom range for exactly that month rather than Current Month, which moves with today’s date.
- A grid export from a vehicle profile tab (Bookings, Fuel Tracking, Maintenance History) is often quicker than a report when you need one vehicle’s rows.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.