Generating and Exporting PDF Reports in Acubiz

ℹ️ Note: This feature is an add-on module and is not enabled by default. Contact Acubiz for more information about activation and pricing.

How to Create a PDF Report

1. Go to FINANCE and click the search icon.
   
2. In the field "Use saved search", select "PDF report".
   
3. Make sure the field "Select display profile" is empty.
   
4. Fill in the other fields as needed to narrow down the report to the desired results.

Example of a Search

The example shows a search for all settled credit card transactions in the period June 1, 2026 to June 10, 2026:

1. Select your search criteria as you would for a regular search report.
2. Click "Search" to generate the search results.
3. Results are displayed in the results area – Click "Export search results with PDF".
   
4. Choose the desired settings in the pop-up window.
   
5. Once Acubiz has processed the request, two files will be generated.
   
6. Right-click each file and select "Save as..." to save them to your computer.

Files Generated in This Example:

• Detailed voucher list: A comprehensive overview of the included transactions.
  
• PDF file with receipts: The first pages contain an index of all included receipts with page references, followed by the individual vouchers.
  

ℹ️ Important: Be aware that the PDF file can become very large (up to 1 GB) depending on the number of transactions. The download process may therefore take extra time.

Accessing Previously Exported Reports

Acubiz automatically saves all generated reports so they can be quickly retrieved again:

1. Go to FINANCE.
   
2. Select "EXPORT - Reports - Export reports (test)".
3. Click on the desired report to retrieve the files.
   
   You can retrieve the files here: