> ## 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/-/8/c/6/0/8c608137e36ea800/2925832e-f730-42fc-b29a-ff58c0_1xihxax.png)

3. Select the documents:
4. Click on "Select all" once the filters have been applied, to select all the results.
5. 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://storage.crisp.chat/users/helpdesk/website/-/7/4/1/1/7411b04a83e1fc00/783d1313-e57f-4cb8-b0ad-6dc11f_o6xch9.png)

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://storage.crisp.chat/users/helpdesk/website/-/9/3/d/a/93dacf96c9ff1800/669f539c-9268-4cf3-b624-581d27_13k4y5.png)

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

# Apply filters on the documents

Click on "Filter".

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/1/9/9/419990ec0627fc00/09a01921-359d-48cb-a8ca-63e638_1oliq58.png)](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://storage.crisp.chat/users/helpdesk/website/-/3/4/b/f/34bf72642e95de00/152d921c-4277-42e9-be5e-154378_srvna8.png)

****🚚 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://storage.crisp.chat/users/helpdesk/website/-/f/0/9/3/f093eccf6f845000/bbc413d5-49b4-4a0a-83a3-a82690_tlbvyc.png)

🌈 ****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://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a269a084296408/f7410a08-cf70-413c-a6d1-7eabe7_cbda.png)

🏷️ ****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)