Exporting Reports (PDF & CSV)

How to export any BakeOnyx report as a PDF or CSV file
When to use PDF vs. CSV format for different needs
Tips for sharing reports with accountants, partners, and team members

Why Export Reports?

Exporting reports from BakeOnyx gives you flexibility in how you use your bakery data. Whether you need to share sales numbers with your accountant, send a formatted report to a business partner, or keep records for your files, exporting takes just a few clicks. You can choose between PDF (for professional sharing and printing) or CSV (for detailed data analysis in spreadsheet programs).

Exporting a Report as PDF

PDF exports are perfect when you want a polished, formatted document that looks the same on any device. PDFs include charts, tables, and all the visual formatting from your report.

Open the report you want to export. This could be a sales report, expense summary, inventory count, or any other report in BakeOnyx.
Look for the Export button at the top of the report page (usually in the upper right corner).
Click the Export button to see your format options.
Select PDF from the dropdown menu.
The file will automatically download to your computer. Your browser may ask where to save it — choose a location you'll remember.
Open the PDF file to review it before sharing. The file will be named with the report type and date (for example, Sales_Report_Jan_2024.pdf).

Export button and format selection menu at the top of a BakeOnyx report

Tip: PDF reports are ideal for sharing with accountants, banks, or investors. They look professional and can't be accidentally edited.

Exporting a Report as CSV

CSV (Comma-Separated Values) exports give you raw data in a spreadsheet format. Use CSV when you need to analyze data further, import it into Excel or Google Sheets, or combine it with other data sources.

Open the report you want to export.
Click the Export button at the top of the report page.
Select CSV from the dropdown menu.
The file will download to your computer with a name like Sales_Report_Jan_2024.csv.
Open the file in Excel, Google Sheets, or any spreadsheet program to view and edit the data.

Note: CSV files contain only the data — no charts or formatting. This makes them lightweight and easy to work with in spreadsheet applications.

When to Use Each Format

Use PDF when:

Sharing reports with external parties (accountants, lenders, partners)
You want a professional, formatted document
You need to print the report
You want to preserve the exact look and layout

Use CSV when:

You need to analyze or manipulate the data further
Importing data into accounting software or other tools
Creating custom charts or comparisons in Excel or Google Sheets
Combining data from multiple reports

Warning: Always double-check your report filters and date ranges before exporting. Once downloaded, the file contains a snapshot of that data at that moment — it won't update automatically if you make changes in BakeOnyx.

Storing and Organizing Exported Reports

Create a folder on your computer (or in cloud storage like Google Drive or Dropbox) to keep exported reports organized by month or category. This makes it easy to find historical reports when you need them for reference or compliance.

Next Steps

Understanding Key Metrics — Learn what the numbers in your reports mean
Tracking Expenses — Export expense reports to share with your accountant
Creating a New Order — Understand the data that feeds into your sales reports