Exporting Reports in Kintsugi App

In today’s fast-paced environment, having quick access to accurate and detailed reports is crucial for making informed decisions. Kintsugi allows you to effortlessly export a variety of reports. Whether you need insights on transactions, products, or monitoring filings—this guide will walk you through the process of exporting reports to streamline your business operations.

Understanding the Export Feature

Kintsugi provides a simple and efficient way to generate reports from different sections of Kintsugi AI platform. These reports can be exported in Excel format, allowing users to analyze, share, and archive important business data.

Types of Reports Available for Export

Kintsugi allows you to export reports from multiple sections, including:

1. Monitoring Report

This report can be useful for tax and regulatory compliance

a. Navigate to the Monitoring tab (formerly known as the "Nexus" tab).

b. Find and click the Export icon in the upper right corner of the screen.

c. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.

2. Filings Report

This report helps businesses efficiently track and manage tax-related filings.

a. Navigate to the Filings tab.

b. Find and click the Export button (top right of the page) to open the export modal.

c. Choose between two export options:

A. Export Current Filings

This option gives you a quick export of all your active current-period filings. No customization needed.

B. Advanced Export

This option gives you full control over the dara you pull. You can filter by any combination of the following:

• Country

• Jurisdiction (multi-select, limited to your active registrations)

• Date Range

• Status (multi-select)

  • Unfiled

  • Filing

  • Filed

  • Paused

  • Issue

  • Skipped

  • Cancelled

  • All Statuses

• Filing Category

  • Original Filings

  • Back Filings

  • All Categories

5. Once you've selected the filters that match what you need, click Export to proceed.

Your report will be sent to your email address. Delivery typically takes one to two minutes, though larger organizations with more data may see a slightly longer wait. The exported file format is Excel (.xlsx).

3. Transactions Report

a. Navigate to the Transactions tab.

b. Find and click the Export icon in the upper right corner of the screen.

c. To generate your report, (1) select either "Transaction Details" or "Transaction Summary", (2) specify the country, (3) select the jurisdiction, (4) choose the desired reporting period, and then (5) click "Submit".

Note: You can check "Include transactions with invalid addresses" when you choose "Transaction Details.

d. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.

4. Products Report

This report contains comprehensive information on all products, including details like product name, SKU, price, and availability.

a. Navigate to the Products tab.

b. Find and click the Export icon in the upper right corner of the screen.

c. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.

Why Exporting Reports Matters

• Data-Driven Decision Making: Access to structured reports enables your business to make strategic decisions based on factual insights.

• Compliance & Auditing: Easily export records to meet regulatory requirements and simplify auditing processes.

• Operational Efficiency: Save time by automating report generation instead of manually compiling data.

Conclusion

With Kintsugi’s easy-to-use export feature, your business can maintain comprehensive records of transactions, products, and compliance filings. By following this guide, you can efficiently access and utilize valuable business data to optimize operations and ensure compliance.

Start exporting reports today and gain better control over your business insights with Kintsugi!