Sharing & Downloading Reports

How to export your financial data to share with your group.

BeginnerTreasurer

Transparency is key to a healthy group. KapuLetu makes it incredibly easy to take your complex ledger data and turn it into beautiful, easy-to-read reports for your members.

Generate a Report

First, generate any report (e.g., Monthly Summary, Activity Report).

Guided steps for sharing reports - Step 1

Review the Data

Ensure the generated data looks correct on your screen before sharing.

Guided steps for sharing reports - Step 2

Select Export Format

Click the 'Export' button in the top right. Choose between 'Download PDF' or 'Copy WhatsApp Summary'.

Guided steps for sharing reports - Step 3

Share with Group

If you chose WhatsApp, simply paste the perfectly formatted text directly into your WhatsApp group!

Guided steps for sharing reports - Step 4

WhatsApp-Ready Formatting

The 'Copy WhatsApp Summary' option automatically formats your report with emojis, bold text, and bullet points so it looks perfect when pasted into a WhatsApp chat!