Reports and exports.

Saved Reports — "remember this filter"

The most common report workflow is also the simplest: you have a search filter you keep re-typing every month (e.g. "Business + Software + this quarter") — save it as a Saved Report so it's one click next time.

1. Open the Search tab. Set up your filter (entity, category, date range, free text, account, etc.).
2. Click Save report at the top of the results.
3. Give it a name (e.g. "Software expenses, current quarter").
4. The report appears in the Saved Reports tab. Click it to re-run the SAME filter against your current data — new transactions included.

What gets saved is the FILTER, not the data. A saved report named "Software expenses, current quarter" always shows whatever's currently in this quarter — no stale snapshot.

Free Test Mode caps saved reports at 1. Pro Lifetime and Pro Monthly both unlock unlimited.

Trip Reports — per-trip P&L

A Trip Report is a saved-report variant designed for travel. You set up a date range (the trip's dates), an optional location filter (entities tagged with that city), and CentProof shows:

• Total spend during the trip
• Breakdown by category (lodging, food, transit, attractions)
• Day-by-day spending
• All source transactions in a table

Useful for "what did our two-week Japan trip cost us?", or for re-billing a client trip's expenses. Trip Reports can be exported to PDF for clean handoff.

Settlement Reports — per-client / per-entity P&L

A Settlement Report sums everything for a single entity over a date range. The intended use case is solo freelancers / consultants doing per-client billing or per-client profitability analysis.

Typical workflow: tag re-billable expenses with the client's Entity ("Client Acme", "Client Beta") as you import. At billing time, open the Settlement Report for that client + the billing period — you get a clean per-line itemized list ready to attach to your invoice.

The same report works for non-billable analysis: filter by Client Acme entity, see total spend on that client year-to-date, decide whether to raise their rate at renewal.

Search exports — one-off CSVs from any filter

Any search filter can be exported directly without saving it as a Saved Report. Set up the filter, clickExport, pick a format. Useful for one-off handoffs to an accountant or a quick spreadsheet check.

Search exports include columns for date, description, entity, category, amount, direction, account, and source statement reference. The accountant can match any row back to the source PDF if they have access to your CentProof database.

Which export format to use

CentProof supports five export formats. Picking the right one depends on where the data is going.

• CSV — the universal one. Opens in Excel, Numbers, Google Sheets, Python pandas, or any text editor. Use this for accountant handoffs (most accountants prefer CSV), for ad-hoc spreadsheet analysis, or as a backup format. One column per field, one row per transaction.
• OFX— "Open Financial Exchange." Industry-standard format used by most personal-finance and accounting software (Quicken, GnuCash, Banktivity, Moneydance, etc.). Use this if you're importing from CentProof into another finance app.
• QFX— Quicken's flavor of OFX, with a few extra fields Quicken expects. Use this for Quicken specifically. Other apps accept it too but treat it as OFX.
• JSON— structured machine-readable export. Useful if you're writing a script against your data (Python, Node, whatever) or feeding into a custom dashboard. One JSON object per transaction with every field.
• PDF — a printable / shareable report with header, summary, and the transactions table. Best for accountant deliverables, audit responses, or attaching to client invoices.

Free Test Mode export limits

Free Test Mode exports are watermarked and capped at 50 rows. Enough to verify the export format works with your downstream tool before deciding to upgrade. Pro Lifetime and Pro Monthly both unlock full unwatermarked exports of any size.

Schedule C tax workflow

For 1099 freelancers or anyone filing Schedule C, the workflow at tax time:

1. Make sure all 12 months are imported and reconciled.
2. Filter Search by Entity = Business (or per-client if you re-bill), Category = one Schedule C line at a time (Software, Office Expenses, Travel, etc.), date range = the tax year.
3. The Total at the bottom of the search results is the number that goes on that Schedule C line.
4. Export to CSV per category and hand to your accountant — or import the OFX into TurboTax Self-Employed.
5. Sanity-check with Anomaly Detection before submitting.

For a full walkthrough of this workflow, see the 1099 freelancer playbook.