Exporting Reports

After viewing your Report, you can use our Reports export tool to send yourself a copy of the report for the time frame you've selected.

 

iPhone, iPad, and Android

  1. From your account home screen, view high level reporting information — swipe left to see additional reporting charts, and tap into reports to see data in table format
  2. From the side navigation menu, tap on Reports
  3. From the reports dashboard, scroll down the screen to view high level reporting information
  4. Tap into your reports to see data in a table format
  5. Tap on Report list in the top right corner
  6. Select the report type and time period you wish to view
  7. Tap on the multi-line menu icon at the top right
  8. Choose whether to export your report as a CSV file or PDF file
    1. CSV: table format makes it easy to see the categories and totals in your report, as well as sort and copy fields within the report
    2. PDF: a more formatted version that is easy to open, view, and print
  9. A message will appear to confirm that the report is being sent to your email 

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Web

  1. From the side navigation menu, click on Reports
  2. From the reports dashboard, scroll down the screen to view high level reporting information
  3. At the top of your reports dashboard, toggle from Dashboard to Report list
  4. Select report from the report drop down list (e.g. Sales by Date)
  5. Select the year and/or date increment you wish to view
  6. At the top right, click on the green Export button
  7. From the drop down menu, choose whether to export your report as a CSV or PDF file
  8. A message will appear to confirm that the report is being sent to your email 

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