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How can I export a report for a certain business?
How can I export a report for a certain business?
Updated over 6 months ago

If you’re tracking multiple businesses, there may be times where you want a report for a particular business. Certain Hurdlr reports can be exported for a particular business or group of businesses.

Reports that can be Exported for Specific Businesses

  • Business Mileage by Business

  • Business Mileage by Client (Pro)

  • Business Expenses by Business

  • Business Expenses by Category

  • Business Expenses by Client (Pro)

  • Business Income by Business

  • Business Income by Client (Pro)

  • Business Time by Business

  • Business Time by Client (Pro)

  • Profit and Loss

  • Tax Form Reports

    • Schedule C (for Sole Proprietor and LLC)

    • Form 1065 (for LLC and LLP)

    • Form 1120 (for C Corp)

    • Form 1120-S (for S Corp)

To Export a Report for a Specific Business

On the Mobile App

  1. Tap the 3 dots icon in the top left corner

  2. Select ‘Reports’

  3. Select one of the reports listed above

  4. Tap the ‘Businesses’ field

  5. Choose which business(es) you want included in the report

  6. Tap ‘Save’

  7. Set desired date range and email recipients

  8. Tap ‘Export Report’

On the Web App

  1. Click ‘Reports’ on the left side of the screen

  2. Select one of the reports listed above

  3. Click the ‘View’ button for that report

  4. In the top right corner, click the ‘Business’ drop-down

  5. Select which business(es) you want included in the report

  6. Click the ‘Done’ button

  7. Set your date range and view, download, or email your report

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