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.

iOS and Android

  1. Tap More
  2. Tap Reports
  3. Tap Report list in the top right corner
  4. Select the report type and time period you wish to view
  5. Tap on the rectangle icon with an arrow in it in the top right corner 
  6. Choose whether to export your report as a CSV file or PDF file
    • CSV: A table format that 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
  7. A message will appear to confirm that the report is being sent to your email 

Web

  1. Click on Reports
  2. Click Report list
  3. Select report from the report types drop-down list (e.g. Sales by Date)
  4. Select the year and/or date increment you wish to view
  5. Click on the Export button in the upper right corner
  6. From the drop-down menu, choose whether to export your report as a CSV or PDF file
  7. A message will appear to confirm that the report is being sent to your email 

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