Printing and Exporting Reports

Financial Reports

The tenant Financial Reports screen can print or export the filtered transaction report and its monthly or annual session summary as PDF. Staff payroll reporting also provides a separate CSV export.

Save the transaction report as PDF

1. Open Reports.
2. Select the month, year and optional family.
3. Select Print PDF.
4. In the browser print window, choose Save as PDF or the equivalent option on your device.

Save the session summary as PDF

1. Open Reports and choose the required filters.
2. Select View Monthly Report or View Annual Report.
3. Select Print Report.
4. Choose Save as PDF in the browser print window.

The exported view uses the filters that were active when the report was opened.

Staff payroll CSV

Staff reports have a separate CSV export for payment-control and payroll preparation workflows.

1. Open the staff reports area.
2. Select the report type and period.
3. Apply any available staff filters.
4. Select Export CSV.

What is not currently available

• Financial Reports does not currently offer direct CSV or accounting-package export.
• Oakline does not submit statutory accounts or tax returns.
• A browser-created PDF is a report snapshot, not an editable spreadsheet.

For the meaning of each financial figure, read Financial Reports: Complete Guide.