Download to excel/csv/pdf | Feature Requests

Download to excel/csv/pdf

under review

Kristina Marusidze

Please add the possibility to download reports form Keeper to excel, csv, pdf. For example recently I needed expanded PL report to payee level in order to update internal reports efficiently and found out that loading feature is not applicable now.

February 7, 2022

Kaysen Houston

Merged in a post:

Excel Based Report

Tyler Otto

I have several clients who have to send their financials to the ownership groups of their properties. They all require Excel Based reports (and i get it, i want to do quick math as well).

I either have to use Reach or Crappy old QBO Reports. Would love if Keeper could export to Excel.

A week ago

Ben Stein

marked this post as

under review

Rachel Lane

Ben Stein:I have a request similar to this, but I'm not sure if it is the same. For "specialized" clients like nonprofit and architectural, I need to create a dashboard to house high-level stats with click-throughs to detail reports. I can put the monthly stats on their reports, but they need a live dashboard. I'm looking at methods of pulling live financial data into Excel (like CData and Couplier) but it seems that this data is already being pulled into Keeper and I would much prefer my clients to only log in to Keeper portal for all their information (they get upset if I add too many places for them to log in). Not sure if this is even possible, but I would love to see it.

Ben Stein

Rachel Lane: Thanks Rachel! I appreciate this feedback :)