Exporting to PDF and CSV

Exporting to PDF and CSV

Every report in Latch can be exported for sharing with accountants, lenders, or for your own records.

How to Export

1. Generate any report (Rent Roll, P&L, Custom, etc.).
2. Click the Export button in the top right.
3. Select your format:
   • PDF — Formatted document with branding, ready for printing or emailing.
   • CSV — Raw data in spreadsheet format for further analysis.

PDF Options

When exporting to PDF, you can choose:

• Orientation — Portrait or landscape.
• Include Charts — Whether to include visual charts in the PDF.
• Include Summary — Whether to include the summary section.

CSV Format

The CSV export includes:

• All data columns visible in the report.
• One row per record.
• UTF-8 encoding for compatibility with Excel, Google Sheets, and accounting software.

Using Exports

Common use cases:

• Accountant — Send the P&L CSV for tax preparation.
• Mortgage Application — Provide a rent roll PDF to your lender.
• Year-End Records — Archive annual reports as PDFs.
• Data Analysis — Import CSV into Excel for custom analysis.

Tip: Export reports as both PDF and CSV — PDF for human reading, CSV for further analysis or import into other systems.