> ## Documentation Index
> Fetch the complete documentation index at: https://help.mysubledger.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Download subscription reports and share with bookkeepers

> Learn how to download subscription reports in SubLedger, what each report includes, and how to invite a bookkeeper with read-only access on the Business plan.

Downloadable reports let you export a structured summary of your subscriptions — useful for expense reviews, tax preparation, or sharing with a finance professional. Reports are available on the **Business plan** (\$50/month).

<Info>
  If you're on the Free, Personal, or Family plan, you'll need to upgrade to Business to access downloadable reports. See [compare plans](/getting-started/billing/compare-plans) for a full feature breakdown.
</Info>

## What reports include

Each report covers the subscriptions in your account at the time of export. Reports contain:

* Subscription name and category
* Full cost and billing cycle
* Cost offsets (shared costs and reimbursements) and your effective cost
* Start date, renewal date, and status (active or cancelled)
* A summary row with totals for subscription count, full cost, offsets, and your cost

## Filtering your report

Before downloading, you can narrow the data using the filters at the top of the Reports page:

* **Time period** — choose a preset (30 days, 90 days, 12 months, all time) or set a custom date range.
* **Category** — limit the report to a specific category.
* **Status** — show active subscriptions, cancelled subscriptions, or both.

The summary row at the top of the table updates as you apply filters, so you can see totals for the current view before exporting.

## How to download a report

<Steps>
  <Step title="Open the dashboard">
    Sign in to SubLedger at [app.mysubledger.com](https://app.mysubledger.com) and go to your dashboard.
  </Step>

  <Step title="Navigate to Reports">
    Select **Reports** from the dashboard navigation.
  </Step>

  <Step title="Apply filters">
    Use the time period, category, and status filters to narrow your report to the data you need.
  </Step>

  <Step title="Choose a format and download">
    Click the export button and select your format: **CSV**, **XLSX** (Excel), or **PDF**. The file saves to your device immediately.
  </Step>
</Steps>

<Tip>
  CSV is best for importing into other tools. XLSX preserves formatting for spreadsheet review. PDF generates a formatted table suitable for sharing with a bookkeeper or attaching to an expense report.
</Tip>

## Bookkeeper access

The Business plan also includes **bookkeeper access**, which lets you invite a bookkeeper or accountant to view your subscription data directly — no need to forward files manually.

<Steps>
  <Step title="Go to Account settings">
    Open **Settings** from the top navigation in SubLedger.
  </Step>

  <Step title="Find the Bookkeeper access section">
    Scroll to the **Bookkeeper access** section within your account settings.
  </Step>

  <Step title="Invite your bookkeeper">
    Enter your bookkeeper's email address and click **Send invite**. They'll receive an email with instructions to access your reports.
  </Step>
</Steps>

<Warning>
  Bookkeeper access grants view-only access to your subscription data and reports. Your bookkeeper cannot edit or delete subscriptions on your behalf.
</Warning>

## Upgrading to Business

If you're not yet on the Business plan, you can upgrade from your account settings at any time.

<Card title="Compare plans" icon="layers" href="/getting-started/billing/compare-plans">
  See all features across Free, Personal, Family, and Business plans.
</Card>