Export reports safely
Exports are meant for operational review and client communication. JSON exports keep the full redacted object, CSV exports flatten metrics and tables, and print views produce a clean browser-friendly version.
Export formats
- - CSV for metrics and table-friendly review.
- - JSON for the full redacted report object.
- - Print HTML for browser printing or save-as-PDF workflows.
- - PDF export may be unavailable until it is explicitly configured.
Redaction rules
- - OAuth tokens and webhook secrets are excluded.
- - Billing secrets and raw auth headers are excluded.
- - Unnecessary customer PII and internal-only comments are removed from client-visible flows.
Related articles
Keep moving through setup with the next most relevant guides.
Generate financial reports
Build executive summaries, sales reports, payout reports, inventory summaries, and month-end packets from LedgerSync data.
Prepare accountant review packets
Bundle close-period reports, notes, warnings, and client action items into a review packet that is ready to share.
Share reports with clients
Create token-based client share links for approved packet content and collect approvals or change requests without exposing internal app data.
Security and privacy
Review token encryption, role-based access, audit logs, exports, rate limits, and webhook verification.
Need help? Contact support
Support is the best next step when OAuth, imports, mappings, or reviewer access are blocked.