Clearbooks Project Report - CSV/PDF option

Idea suggested by Amber Dagnall 7 years ago

If you head to Tools > Projects > Report, there currently isn't a way of downloading this report into CSV or PDF format.

Please can you look into implementing this onto the system?

3 Replies

Hello Amber,

Thanks for suggesting this as an idea on our community page, our development team will look into this being implemented in the near future.

Kind regards,


In addition - as I've commented elsewhere and raised directly with the ClearBooks team - it is very frustrating not to be able to download a 'Compare Actual' budget as CSV/PDF. Why is this possible for the budget itself, but not the actual figures?

Hi Martin,

Thanks for the idea this will definitely assist when comparing budgets. I have passed this over to our development team who will consider this idea for future implementation based on the popularity of the post.

Many thanks,


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