---
title: "Exporting & Printing Reports"
space: "SA End-User Guide"
url: "https://product.cohenix.cloud/sa-user-guide/reports/exporting-printing"
updated: "2026-06-14"
---

# Exporting & Printing Reports

**Goal:** get a report or document out of the system for filing, sharing or record-keeping.

## Exporting a report

1. Run the report with the filters you want (see [Finding & Running Reports](finding-reports)).
2. Use the report's menu (top-right) → **Export**.
3. Choose the format — **Excel** or **CSV** are typical. Excel keeps formatting; CSV is plain data for further processing.
4. Choose whether to export all rows or the current page, then download.

## Printing / PDF

- **Reports:** use the menu → **Print** to produce a PDF of the current view.
- **Documents (invoices, payslips, certificates):** open the document → **Print**, then pick the SA print format (e.g. SA Full Tax Invoice, SA Salary Slip, IRP5 Employee Certificate) and download the PDF.

## Filing the statutory working papers

The system produces the working papers; you submit them to SARS / the Compensation Fund yourself:

| Document | Export/print, then file on… |
|---|---|
| VAT201 Return | SARS eFiling |
| EMP201 | SARS eFiling |
| IRP5 / EMP501 | SARS eFiling / e@syFile |
| COIDA Annual Return | Compensation Fund |

## Tips

- Keep the exported support **with** the submitted return as your audit pack.
- Re-export after any correction so your filed copy matches the system.
- For recurring management reports, save your filter set so you can reproduce the same view each month.

## Next

Questions? [FAQ & Glossary](../help/faq-glossary).