Download a report as CSV or Excel

Every report can be downloaded as a file you open in your spreadsheet or send to your accountant.

Use it at the end of a day, a month or a season, when you want the numbers outside the dashboard.

Before you start

Your role needs Export Reports, together with View Reports. Without it, the Export button does not show. The POS Report follows the Point of Sale permissions instead.

Open the report, choose the branch at the top of the dashboard, set From and To and press Filter. Pick any tab or filter the page offers.

The file holds what you see on screen, so set it first.

Set the branch, the dates and any filter first. The file holds what you see.

Press Export beside the dates, then choose Download CSV or Download Excel. Your browser saves the file.

If you see The file could not be downloaded. Try again., press Export again.

Press Export beside the dates, then choose Download CSV or Download Excel.

You have a file with the report's name and today's date, holding the same numbers as the page, ready to open in your spreadsheet.

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