Choosing the right financial export

Choose an export based on the record and audience.

Best for: Anyone distributing financial information · Outcome: Avoid sending the wrong scope or stale snapshot.

• Use Budget CSV for spreadsheet analysis.
• Use Budget PDF for a readable report snapshot.
• Use Payment Application PDF for formal invoice presentation.
• Use Commitment or Change Order PDF for contract documents.
• Use report PDF exports for a filtered current view.
• Use project closeout financial sections for handoff packages.

Confirm filters, pending-change settings, Billing Period, and status before exporting. Generated files do not update after source records change.

Treat financial exports according to the project's confidentiality rules. A user's permission to generate a file does not determine how broadly it should be distributed.

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