Export any report as a spreadsheet or PDF from the report's own menu. Exports open in your device's share sheet so you can save, email, or open the file elsewhere.
Export a Report
Open a report from the Reports or Tax area.
Tap the ⋯ (more) button in the top-right of the report header.
Choose a format:
Export (XLSX) — an Excel spreadsheet.
Export (PDF) — a formatted PDF.
The share sheet opens once the file is generated.
The menu only shows the formats that report supports:
Capital Gains Tax, Taxable Income, Unrealised Gains, ATO myTax — XLSX and PDF.
Income Calendar, Portfolio Contributions, Diversification, Historical Cost — XLSX.
Portfolio Valuation — PDF.
Tip: The export covers the report's current portfolio, date range and filters — set those before exporting.
What About Importing?
Importing from a file (CSV/spreadsheet) isn't available in the app yet. To upload a spreadsheet, use navexa.com — it reuses your existing web login.