Exports
Hilal’s export system produces clean Excel and PDF files for the data your accountant or bookkeeper needs. Most exports are available from the page they belong to (P&L on the P&L page, Stock on the Stock page); the Exports view is the central place to schedule recurring exports.
In this guide:
- One-off export from any page
- Scheduled exports
- Export templates
- Bulk export for an audit
Step 1: One-off export from any page
Most data-heavy pages have an Export menu in the top-right. Click and choose:
- Excel (.xlsx) — full data with formulas where useful (e.g., the P&L sums).
- PDF — summary, print-friendly.
- CSV — raw rows.
Hilal generates the file and either downloads immediately (small files) or emails when ready (large files).
Step 2: Scheduled exports
Go to Finances → Exports in the sidebar.
Click New scheduled export:
- What — pick a report (P&L / Stock / Sales / Fees / Expenses / Custom).
- Period — relative (last month / last quarter) or fixed.
- Format — Excel / PDF / CSV.
- Cadence — daily / weekly / monthly.
- Recipients — Hilal users or external email addresses.
Click Save. Hilal runs the report on schedule and emails it to the recipients.
Step 3: Export templates
A template is a saved export configuration. Useful when:
- Your accountant wants the same format every month.
- You want to export the same Stock view repeatedly.
From any export menu, click Save as template. Re-use later from the From template option.
Step 4: Bulk export for an audit
If you need everything at once (tax audit, due diligence, year-end), go to Finances → Exports → Bulk audit export. Hilal builds a zip with:
- Every settlement report from Amazon.
- Every invoice and receipt PDF.
- The full P&L for the period.
- The expense ledger.
- The PO ledger.
- The fee breakdown.
The zip is built async and emailed when ready (usually 5–15 minutes for a year of history).
Troubleshooting
- Excel file won’t open in Numbers. Numbers’ .xlsx support is limited; open in Excel or Google Sheets, or pick CSV.
- Recipient didn’t get the scheduled email. Check spam; check that the recipient is still an active member or that the external address is valid.
- PDF is missing some pages. Very large reports (year of P&L with deep segmentation) get truncated to the first 100 pages; pick a narrower period or use Excel.