Export Archive by date range

Where: Archive tab

1. Go to the Archive tab.
2. Use the column filters to set a date range (for example, 2026-04-01 to 2026-04-30).
3. (Optional) Add further filters — supplier, project, or any other column.
4. Do not tick any rows; leave the selection empty to include all filtered documents.
5. Open the action menu (three-dot button).
6. Click Export to Excel.

The downloaded workbook contains every document that matched your filters, with header data, line data, and delivery information on separate sheets.

Example: monthly invoice list

To produce a monthly invoice list, filter the Archive date range to the target month, apply no other filters, and export. Send the resulting file to a colleague or attach it to a report.

Related: Export a list view to Excel · Download Archive documents as a PDF zip