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.
iOS and Android
- Tap on More
- Tap on Reports
- From the reports dashboard, scroll down the screen to view high-level reporting information
- Tap into your reports to see data in a table format
- Tap on Report list in the top right corner
- Select the report type and time period you wish to view
- Tap on the rectangle icon with an arrow in it in the top right corner
- Choose whether to export your report as a CSV file or PDF file
- 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
- PDF: a more formatted version that is easy to open, view, and print
- A message will appear to confirm that the report is being sent to your email
Web
- Click on Reports
- From the reports dashboard, scroll down the screen to view high-level reporting information
- At the top of your reports dashboard, toggle from Dashboard to Report list
- Select report from the report types drop-down list (e.g. Sales by Date)
- Select the year and/or date increment you wish to view
- At the top right, click on the green Export button
- From the drop down menu, choose whether to export your report as a CSV or PDF file
- A message will appear to confirm that the report is being sent to your email