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 More
- Tap Reports
- Tap 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: 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
- A message will appear to confirm that the report is being sent to your email
Web
- Click on Reports
- Click 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
- Click on the Export button in the upper right corner
- 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