> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.haddock.app/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Export documents

📍 [How to filter documents to customize the export](#2-how-to-filter-documents-to-customize-the-export)

📍 [How to export documents](#2-how-to-export-documents)

📍 [Report formats:](#2-report-formats) Summary and totals, PDFs, Products, or Accounting.


---

## 🗄️ How to filter documents to customize the export

If you want to **customize** the export, apply the available filters in Documents.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/01-how-to-filter-documents-to-customize-the-export.png)

You can filter by:
* Document date
* Supplier
* Categories
* Status
* Due date
* More filters
![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/02-how-to-filter-documents-to-customize-the-export.png)


## 📄 How to export documents

1. Go to the **Documents** tab

2. **Select** the documents you want to export.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/03-how-to-export-documents.png)


**💡Tip: Export all documents from a period**  
​  
If you want to export **all documents from a period** (or filter), you do not need to select them manually. Just apply the filters you want and click directly on the **Export** button. By default, all documents matching your search will be exported.


3. Click the *Export* button in the top right corner of the screen.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/04-how-to-export-documents.png)


4. Select the information you want to download.  

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/05-how-to-export-documents.png)


## 🗂️ Report formats

**Summary and totals**: Similar to a VAT register. It is the **most commonly used format for Tax and/or Accounting Advisors**.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/06-report-formats.png)

*You can choose whether to export in Excel or CSV format.*

**PDFs**: A **compressed folder containing all documents in PDF** is exported.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/07-report-formats.png)

**Products** → Corresponds to the **details of all products purchased** in the selected documents.

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/08-report-formats.png)

*You can choose whether to export in Excel or CSV format.*

* **Accounting** → Unlike the file exported with “Summary”**,** VAT information is included on the same line per document. You can choose whether to export the document in a format suitable for your Holded ERP or directly export it with a line-by-line VAT Summary format.

💡 **Holded** format

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/08-report-formats.png)

💡 **Line-by-line VAT Summary** format

![](https://storage.googleapis.com/helpdesk-haddock-images/documents/more-documents/export-documents/images/08-report-formats.png)

5. Click *Download.*