When you download from Financial Analytics
On the Financial Analytics page in Link My Books, you can download your reports so you can review them, share them, or analyse them further in a spreadsheet.
There are three tabs:
Overview
P&L by Channel
VAT Audit
The Overview tab keeps its existing PDF download.
The P&L by Channel and VAT Audit tabs now use a CSV download instead of a PDF. CSV files open directly in Excel, Google Sheets, and other spreadsheet tools.
💡 Why CSV? We switched the P&L by Channel and VAT Audit downloads from PDF to CSV because the previous PDF format could not display all data for users with many sales channels. The CSV format has no column limit, so all your channels and data are included regardless of how many you have connected.
Where to download Financial Analytics reports
Log in to Link My Books
Go to Financial Analytics
At the top of the page, choose:
Your accounts / sales channels
Your date range
Click Update so the data refreshes
Click one of the tabs:
Overview
P&L by Channel
VAT Audit
Each tab has its own Download button.
The Download button is only enabled once the data on that tab has fully loaded.
What the Overview download looks like (PDF)
When you click Download on the Overview tab:
Link My Books generates a PDF of the overview report
The layout is designed for a quick, readable summary
It broadly matches what you see on the Overview screen
Use this if you want a simple, fixed report to:
Save as a record
Send to a client or manager
Review without editing the numbers
What the P&L by Channel download looks like (CSV)
When you click Download on the P&L by Channel tab:
Link My Books downloads a CSV file instead of a PDF
The filename is descriptive, for example:
pnl-by-channel-2026-01-01-to-2026-03-12.csvYou can open it in:
Excel
Google Sheets
Any other spreadsheet tool
This CSV contains the same P&L by channel data you see in the app, but in a plain table format that is easy to:
Filter and sort
Add your own formulas and pivot tables
Combine with other financial data
What the VAT Audit download looks like (CSV)
When you click Download on the VAT Audit tab:
Link My Books downloads a CSV file instead of a PDF
The file contains your VAT audit data for the selected accounts and date range
The filename clearly describes the report and dates
This CSV is designed so you (or your accountant) can:
Review VAT‑related lines in detail
Support VAT return preparation
Use the data in your own VAT working papers and checks
How to download each report
To download the Overview report (PDF):
Go to Financial Analytics
Select your accounts and date range
Click Update
Click the Overview tab
Once the data has loaded, click Download
You'll receive a PDF in your browser's downloads.
To download P&L by Channel (CSV):
Go to Financial Analytics
Select your accounts and date range
Click Update
Click the P&L by Channel tab
Wait until the data has fully loaded
(the Download button becomes active)Click Download
You'll receive a CSV file with your P&L by channel data.
To download VAT Audit (CSV):
Go to Financial Analytics
Select your accounts and date range
Click Update
Click the VAT Audit tab
Wait until the data has fully loaded
(the Download button becomes active)Click Download
You'll receive a CSV file with your VAT audit data.
If the Download button is disabled
If you see the Download button greyed out and not clickable, it usually means:
The data is still loading, or
There is no data for your current selection
To resolve this:
Check that you have:
A valid date range
At least one account / channel selected
Click Update if you change your filters
Wait a few moments for the data to finish loading
Once the data is ready, the Download button will become active and you can export the report.
What you'll receive and how
Downloads (PDF or CSV) are delivered directly in your browser
You will see them appear in your downloads list as soon as they're ready
We do not send an email or separate notification for these downloads
You can then open, save, or share the file with your team, clients, or accountant as needed.
If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].