View and export reports
Choose a company report, confirm its displayed scope and period, and export an available file format.
By Jacob Sheldon. Reviewed
Open a report
- Sign in to Median and choose Reports from the main navigation.
- Select the legal entity or reporting scope you need when a scope selector is shown.
- Choose a report from the list, such as Profit & Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance, A/R Aging, or A/P Aging. The reports available depend on your company and reporting setup.
Check the report period
Read the period or as-of date displayed with the report before using or exporting it. The date controls vary by report. If you are viewing a consolidated report, the app may require an issued period or a supported reporting scope.
Some companies see a setup or books-in-progress message instead of report data. If Median says reports are still being prepared, contact your accountant through Inbox rather than treating an empty screen as a zero balance.
Export a report
- Open the report and check the company or entity and displayed date again.
- Choose Export on the report.
- Choose CSV or PDF if those formats are enabled. XLSX is labeled as coming soon in the current export menu.
- Open the downloaded file and confirm its report name and period before sharing it.
If a report or export is unavailable
- If the report list is locked while books are being prepared, ask your accountant when reporting will be available.
- If you selected a group or consolidated scope that the report does not support, select the legal entity or issued scope requested by the page.
- If export fails, retry once after confirming the report has finished loading. Include the report name, entity, period, and displayed error in an Inbox message.