> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://staging.chrisp.chat/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).

# Exporting documents

1. Go to the "📄 **Documents**" tab.
**Customise** the export, [applying filters](#h_3a017ac65b) on the documents.

[![](https://storage.crisp.chat/users/helpdesk/website/-/a/6/e/8/a6e8beb551506800/f0b87928-981f-4751-81ca-6a3c67_ma3wgh.png)](https://storage.crisp.chat/users/helpdesk/website/-/f/f/f/f/ffff94815f9c0800/5b37c0e7-6ffa-44a7-a8ce-25703a_1incyl0.png)

3. Select the documents:

1. Click on "Select all" once the filters have been applied, to select all the results.
2. Click on the "☐" (bottom left corner of the documents) to select them individually.
Click on "**Export**".

[![](https://storage.crisp.chat/users/helpdesk/website/-/7/1/0/1/7101ad96beabfc00/f4d970e7-d2f3-42e3-80ee-af67c0_8faomi.png)](https://downloads.intercomcdn.com/i/o/735573629/4a1f33eb7396a5480348d0b8/Group+166+copy.png?expires=1755002700&signature=f9b2aa879499ab54f9bc2fdc7a1de99d012cf4862272b11a7072527763f57d3f&req=cyMiE859m4NWFb4f3HP0gJ86yKn6ondITwmhmumLTOX9TOWAI8Pv9DFpZfOG%0AEDY%3D%0A)

Select the information to download. [Consult the differences](#h_cd1040cfcd).

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/8/8/8/28881d8c43494e00/015a503c-40e3-4026-8c96-8d3ddc_14yia52.png)](https://downloads.intercomcdn.com/i/o/735503327/bd4508fbc424f21132c4015d/Screenshot+2023-05-05+at+15.04.33.png?expires=1755002700&signature=0d993dd973102aee02ee928a4c79ab53bf9ae3dc7b0dd3919872fe671a080305&req=cyMiE8l9noNYFb4f3HP0gAk8%2BBOrD6NVMGUa04mnardZnmr3bZv7c6T8KlEV%0AIwY%3D%0A)

6. Click on "**Download"**.

# Apply filters on the documents

Click on "Filter".

[![](https://downloads.intercomcdn.com/i/o/735451309/97c0dad645f8cb5f810f8d98/Screenshot+2023-05-05+at+13.52.53.png?expires=1755002700&signature=c1633722fb35f79682c71c6ba4d5f5840b82e766c2c830b277b007c54b92c5f4&req=cyMiEsx%2FnoFWFb4f3HP0gKGL2FN3M%2BCnUMq0LwQ4%2B9uVAHepIw5nkk8HWe2%2F%0AEA4%3D%0A)](https://downloads.intercomcdn.com/i/o/735451309/97c0dad645f8cb5f810f8d98/Screenshot+2023-05-05+at+13.52.53.png?expires=1755002700&signature=c1633722fb35f79682c71c6ba4d5f5840b82e766c2c830b277b007c54b92c5f4&req=cyMiEsx%2FnoFWFb4f3HP0gKGL2FN3M%2BCnUMq0LwQ4%2B9uVAHepIw5nkk8HWe2%2F%0AEA4%3D%0A)

Define which documents to export according to the different parameters:

🗓️ **Date** → Define the **start and end date** of the range.

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/d/1/43d1a9f594b69000/d28f3dc2-b30c-4124-96ef-f6aca8_dnlj8q.png)](https://downloads.intercomcdn.com/i/o/735459030/0967f6e920b01cfc24d81f4d/image.png?expires=1755002700&signature=b46d98c570cdc563bf33a295f28b267c38cbc86f7fc6de5c99c141190fbea0a4&req=cyMiEsx3nYJfFb4f3HP0gNddQ%2FGIVos5TqzshlBFifDe9fa%2Bvf66j0Ie2alu%0A7Ro%3D%0A)

**🚚 Supplier** → By default all suppliers will be exported. If you want specific results, select the suppliers to export.

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/2/0/5a20a5116996f400/d8fc61ac-b271-4438-9fc3-8d542d_cvl81a.png)](https://downloads.intercomcdn.com/i/o/735459322/f09c6a743c63f7542500dffd/image.png?expires=1755002700&signature=89fe1479deacf0b7e409128273fce8580b6c6c58fc791e64b5a6d7ae54d4eb9c&req=cyMiEsx3noNdFb4f3HP0gAwjGYOMJvDDZkLxvuGS7q7LjV1hP%2FZ5H7GghmWw%0AJlc%3D%0A)

🌈 **Categories** → By default all categories will be exported. If you want specific results, select the categories to export.

[![](https://storage.crisp.chat/users/helpdesk/website/-/6/8/c/d/68cdd57d10716800/4e947869-c69b-4bc0-bce5-c0347a_wq1t5m.png)](https://downloads.intercomcdn.com/i/o/735460675/4b78155cd2729e68232a0b23/image.png?expires=1755002700&signature=526c8c46744c9d4b375c4083e9fee8a1c9926d19ffc64855a35cbcca4c457e38&req=cyMiEs9%2Bm4ZaFb4f3HP0gPvjhQjSBEKaN8WCUYBD37HLOBhJAFp4g9KgX4ax%0APBM%3D%0A)

🏷️ **More Filters** → Define the document type, payment status and reconciliation.

[![](https://downloads.intercomcdn.com/i/o/735463423/c2895f0ffc18c2d590aaefed/image.png?expires=1755002700&signature=f04465af96c4f625670877cdc015396e88903d3dd2b3495faf29c636c7cca3e2&req=cyMiEs99mYNcFb4f3HP0gPfW6KodwGYPZV1HVNBHctdGodygIWjzGxnJHnhb%0AssI%3D%0A)](https://downloads.intercomcdn.com/i/o/735463423/c2895f0ffc18c2d590aaefed/image.png?expires=1755002700&signature=f04465af96c4f625670877cdc015396e88903d3dd2b3495faf29c636c7cca3e2&req=cyMiEs99mYNcFb4f3HP0gPfW6KodwGYPZV1HVNBHctdGodygIWjzGxnJHnhb%0AssI%3D%0A)

3. Click on "**Apply**".

# Report formats

**Summary** → This is similar to a VAT Register. This is the most commonly used format for Tax Advisors and/or Accountants.

[![](https://downloads.intercomcdn.com/i/o/735485786/a75ae8adf1eebedcecbd4137/Screenshot+2023-05-05+at+14.43.35.png?expires=1755002700&signature=f97411862ed9ee0a7c105274c0f348296ad467c99ef57227fdf7e32a15d60acc&req=cyMiEsF7molZFb4f3HP0gP%2Fp8k8We%2BPVW0P58qOtVtunt6%2B6g1KNO7z401UD%0AOy4%3D%0A)](https://downloads.intercomcdn.com/i/o/735485786/a75ae8adf1eebedcecbd4137/Screenshot+2023-05-05+at+14.43.35.png?expires=1755002700&signature=f97411862ed9ee0a7c105274c0f348296ad467c99ef57227fdf7e32a15d60acc&req=cyMiEsF7molZFb4f3HP0gP%2Fp8k8We%2BPVW0P58qOtVtunt6%2B6g1KNO7z401UD%0AOy4%3D%0A)

**PDFs** → A zipped folder is exported with all documents in PDF.

[![](https://downloads.intercomcdn.com/i/o/735494828/23999f00d88fe7d209e97589/Screenshot+2023-05-05+at+14.54.51.png?expires=1755002700&signature=2c29f6b298eb83ec6fd9d0c90210d3aef04ac588164041be7ef482a8bebb9cdc&req=cyMiEsB6lYNXFb4f3HP0gJMeoCtrA1cYJtDDua58Pl%2BSgCqhMtTajiiFJA5I%0AAR4%3D%0A)](https://downloads.intercomcdn.com/i/o/735494828/23999f00d88fe7d209e97589/Screenshot+2023-05-05+at+14.54.51.png?expires=1755002700&signature=2c29f6b298eb83ec6fd9d0c90210d3aef04ac588164041be7ef482a8bebb9cdc&req=cyMiEsB6lYNXFb4f3HP0gJMeoCtrA1cYJtDDua58Pl%2BSgCqhMtTajiiFJA5I%0AAR4%3D%0A)

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

[![](https://downloads.intercomcdn.com/i/o/735497888/9e84e4fd160354dc189dcb73/Screenshot+2023-05-05+at+14.58.30.png?expires=1755002700&signature=ad3f560dbb54e8e6b4a7f5863a8844310e86cae6a56cf6661af5474a0404787b&req=cyMiEsB5lYlXFb4f3HP0gEAIXrpe18b573eXI49FRaSBO%2BwhFWsv30xXg2IT%0Aa2I%3D%0A)](https://downloads.intercomcdn.com/i/o/735497888/9e84e4fd160354dc189dcb73/Screenshot+2023-05-05+at+14.58.30.png?expires=1755002700&signature=ad3f560dbb54e8e6b4a7f5863a8844310e86cae6a56cf6661af5474a0404787b&req=cyMiEsB5lYlXFb4f3HP0gEAIXrpe18b573eXI49FRaSBO%2BwhFWsv30xXg2IT%0Aa2I%3D%0A)

**VAT column** → Unlike the file exported with "Summary", the VAT information is included in the same line per document. The file will have a column for each VAT rate (0%, 4%, 10% ...) the document has.

[![](https://downloads.intercomcdn.com/i/o/735501548/4a5d4a41dab1ec8006b505ef/Screenshot+2023-05-05+at+15.02.57.png?expires=1755002700&signature=e200007177af3324f104c6c20a660e943b11049f2f55d50617da9879b289a774&req=cyMiE8l%2FmIVXFb4f3HP0gPBdqyklALG%2FO%2Bb9fnX6C6R%2BT7md5M9%2BEhynM3em%0AFk0%3D%0A)](https://downloads.intercomcdn.com/i/o/735501548/4a5d4a41dab1ec8006b505ef/Screenshot+2023-05-05+at+15.02.57.png?expires=1755002700&signature=e200007177af3324f104c6c20a660e943b11049f2f55d50617da9879b289a774&req=cyMiE8l%2FmIVXFb4f3HP0gPBdqyklALG%2FO%2Bb9fnX6C6R%2BT7md5M9%2BEhynM3em%0AFk0%3D%0A)