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The Report Export Builder lets you generate several financial reports simultaneously and download them as a combined package — without having to navigate to each report individually and export one by one. Choose which reports you need, set a single date range, pick a format, and Agatabo calls the underlying report APIs in parallel and assembles the result for immediate download. This is the fastest way to prepare a monthly board pack, a quarterly member update, or a complete annual audit file.
The Export Builder requires the reports:read permission. Account Statements are not available through the Export Builder — generate them separately from the General Ledger → Statements section, which uses the ledger:read permission and the POST /ledger-accounts/statements endpoint.

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Available Reports

You can include any combination of these four reports in a single export:
ReportUnderlying APIHow the Date Range Is Applied
Balance SheetGET /reports/balance-sheetEnd date used as asOfDate; start date ignored
Profit & LossGET /reports/profit-lossStart date → startDate; end date → endDate
Shares ReportGET /reports/shares-reportEnd date used as asOfDate; start date ignored
Loans OutstandingGET /reports/loans-outstandingEnd date used as expectedDate; start date ignored
Example: If you set the range to June 1 – June 30, 2026, the Export Builder makes these four calls: 
GET /reports/balance-sheet?asOfDate=2026-06-30
GET /reports/profit-loss?startDate=2026-06-01&endDate=2026-06-30
GET /reports/shares-report?asOfDate=2026-06-30
GET /reports/loans-outstanding?expectedDate=2026-06-30

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Export Format Options

PDF exports are professionally formatted with your organization’s name and the report date. They are suitable for printing, emailing to board members, or attaching to meeting minutes.Merged PDF — all selected reports are combined into a single file. Recommended when sending to a single recipient or printing a complete board pack.Separate PDFs — each report is saved as its own file. Use this when you need to share individual reports with different audiences (e.g., the Loans Outstanding only with the loan committee).File naming:
  • Merged: agatabo-[organization]-reports-[date].pdf
  • Separate: agatabo-[organization]-[report-name]-[date].pdf

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Step-by-Step Export Workflow

1

Open the Reports section

Click Reports in the left-hand navigation bar. If the menu item is not visible, your account lacks the reports:read permission — contact your administrator.
2

Open the Export Builder

Click Export or Export Builder at the top of the Reports page. A panel will appear listing the four available reports.
3

Select the reports to include

Check the box next to each report you want in the export. You can select one, several, or all four. For a minimal board pack, select Balance Sheet, Profit & Loss, and Loans Outstanding. For a full audit package, select all four.
4

Choose a date range

Select a preset or enter custom dates:
PresetStart DateEnd Date
Current periodLast period close dateToday
Last month1st of previous monthLast day of previous month
This quarter1st of current quarterToday
This yearJanuary 1 of current yearToday
CustomYou specifyYou specify
Always double-check the start and end dates before proceeding — the Export Builder applies the end date as the asOfDate for point-in-time reports (Balance Sheet, Shares Report, Loans Outstanding).
5

Select the export format

Choose PDF or CSV. If you select PDF, also choose between Merged (single file) and Separate (one file per report).
6

Click Generate

Click the Generate or Download button. The Export Builder calls all selected report APIs in parallel. Depending on the size of your data, generation typically takes 3–10 seconds.
7

Save your files

Your browser downloads the file(s) to your default downloads folder. Save them to an organized location such as Financial Reports / 2026 / Q2 / for easy future reference.
Do not click Generate more than once. Each click triggers a fresh set of API calls and creates duplicate downloads. Wait for the current generation to complete before retrying.

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Common Export Scenarios

Reports to include: Balance Sheet, Profit & Loss, Loans OutstandingDate range: Last month (e.g., June 1 – June 30)Format: Merged PDFWhat the board receives: A complete monthly financial snapshot — financial position as of month-end, performance for the month, and the current loan portfolio health — in a single printable document.
GET /reports/balance-sheet?asOfDate=2026-06-30
GET /reports/profit-loss?startDate=2026-06-01&endDate=2026-06-30
GET /reports/loans-outstanding?expectedDate=2026-06-30

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Troubleshooting

The Export Builder calls each selected report API in parallel, but generation still depends on the volume of data in your ledger, the number of reports selected, and current server load. A full four-report export typically completes in 3–10 seconds. If it takes longer than 30 seconds, the request may have timed out — refresh the page and try again. Avoid selecting all four reports unnecessarily if you only need one or two.
Check the following before retrying:
  • Permission — confirm your account has reports:read. If you see a 403 error in the browser’s developer console, contact your administrator.
  • Organization context — if your account belongs to multiple organizations, ensure the correct organization is selected.
  • Date range validity — the start date must be earlier than the end date. A reversed range will cause the Profit & Loss API to return an error.
  • Data availability — if the selected period has no posted transactions, some reports may return empty data. This is not an error, but it may cause unexpected PDF output.
  • Browser compatibility — use a modern browser (Chrome, Firefox, Edge, or Safari). PDF generation relies on browser APIs that older browsers may not support fully.
The Export Builder applies a single date range to all selected reports. If you need different parameters per report — for example, a Balance Sheet as of December 31 alongside a P&L for only the second half of the year — use one of these alternatives:
  • Run the Export Builder multiple times with different date ranges and merge the resulting files manually.
  • Navigate to each report page individually, set custom parameters, and export from there.
  • Call the report APIs directly with the exact parameters you need and generate your own combined document.

Balance Sheet

Assets, liabilities, and equity at a point in time

Profit & Loss

Income and expenses over a period

Shares Report

Member ownership distribution by savings balance

Loans Outstanding

Active loan portfolio with arrears detail