All reports and exports end up under Reports > Downloads. Click Download next to the file.
How to do it
- Go to Reports > Downloads.
- Find the file in the table: Name (the name you chose and below it the file name, for example message_2026-10-06_094743.csv), Size, Date, Requested by, Status.
- Wait until the status is Ready and click Download on the right.
Good to know
- You also see the downloads of colleagues in the same client (column Requested by).
- Each row starts with a checkbox. When you select files, an action bar appears.
- Exports from Tasks, Settlements and Payment promises also end up here.