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
- 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
- From the side navigation menu, 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 multi-line menu icon at the top right
- 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
- From the side navigation menu, 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 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