We’ve added a new feature that lets you export financial reports as PDFs. Since these reports have many columns, we can't fit them all on one page. So, the PDF will include the first 10 columns of your report. If you'd like specific columns in the PDF, you can drag them into the first 10 columns and then export the report.
Use case:
This is really handy when you want to send a billing summary to your B2B clients. Just export the report for the specific organization, download the PDF, and attach it to your email.
Where to Find It?
To export the PDF
1. Go to the financial report
2. Click the download button in the top right corner
3. Choose the PDF option from the dropdown.
Demo Video:
https://drive.google.com/file/d/1EuE_SK9fYR-g_HkEs-SaOh3ObsaKQQW2/view?usp=sharing