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Exporting a report somebody else will read

Every report exports, and the export carries the same figures the screen did — including the caveats.

July 10, 20264 min read

A report that cannot leave the screen becomes a screenshot in an email, and a screenshot loses every qualification the page carried.

Exports run through one pipeline for every report, so a new report is exportable the day it ships rather than after somebody remembers to wire it up.

Where figures come with a caveat — an unaudited day in the range, a management-reporting valuation with no general ledger behind it — that caveat travels as data rather than as page furniture, so it cannot be lost in the export.

The end-of-day pack renders a property's chosen reports for the audited date automatically, which is the difference between reporting being a routine and reporting being a task somebody has to remember at eleven at night.

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