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Filter, group, sort and choose the columns of a report, and export it

Learn how to filter, group, sort and choose the columns of a report, and export the result.

Written by Yuliya Chakhovich

Open Reports and select a report, such as the obligations overview.

Shape the report

  • Filter: choose a column and a value and select Apply. Add conditions to narrow it down further, for example to active obligations in one country.

  • Group: group the rows, for example by entity and tax type.

  • Sort: order the rows, such as by start date. Each column also has its own options at the top of the column.

  • Columns: show or hide data. The counter shows how many of the available columns are in view.

Export it

  1. Select Export.

  2. Choose All data for the full report, or Current view for exactly what's on screen, with your filters and columns.

  3. Select Export to download a CSV file.

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