Export data for review

Create a focused export for accounting, tax, backup, or operational review.

Planning & reportsReporting & exports1 min read

Define the purpose

Decide who needs the export and what decision it supports before selecting a broad set of records.

Choose the workspace, date range, accounts, categories, and record types required by the recipient.

Review notes, contact details, locations, attachments, and employee or customer information before sharing the file.

Compare the export with the same filtered view in Figena so the recipient receives the expected period and currency context.

Use an approved destination and restrict access to intended recipients. Avoid leaving unnecessary copies in shared folders or email threads.

Record when the export was created and remove it when the accounting, legal, backup, or review purpose has ended.

Create a focused export for accounting, tax, backup, or operational review.

Planning & reportsReporting & exports1 min read

Decide who needs the export and what decision it supports before selecting a broad set of records.

Choose the workspace, date range, accounts, categories, and record types required by the recipient.

Review notes, contact details, locations, attachments, and employee or customer information before sharing the file.

Compare the export with the same filtered view in Figena so the recipient receives the expected period and currency context.

Use an approved destination and restrict access to intended recipients. Avoid leaving unnecessary copies in shared folders or email threads.

Record when the export was created and remove it when the accounting, legal, backup, or review purpose has ended.