Reports and exports | Udhyog Docs

Reports and exports

Use reports to understand the business first, then export only the checked version.

Choose the report name and correct firm first.
Set the date range before you read any total.
Use filters or search if the list is too large.
Open details when one number looks wrong or unclear.
Export CSV for working and PDF for sharing.
Save the files in a month-wise folder so anyone can find them later.
Share only checked reports with the owner or accountant.

Tip: Keep one monthly folder for report exports so accountant handoff stays structured.

Important: Always confirm firm name and date range before export so you do not send the wrong report.

A checked export is more useful than a fast export.