Manually export a report (form administrators)

In out article on report statuses we described the workflow of a report and the different stages of a report once it has been submitted.

Once a report received final approval the data can be exported for further processing in e.g. Bookkeeping or Accounting.

In case you are using the module automated data export via SFTP server your approved reports will automatically be exported on a regular basis. Declaree will take care of the export and subsequently change the status of these reports to "closed". Closed reports cannot be amended anymore, neither by a user not by an administrator.

Export reports manually

Administrators can export approved reports directly from the report overview in Declaree. You can either select each report individually or multiple reports at once by checking the

checkbox next to each report. Once selected, click on "Export" and select the desired export format: