Export and download reports

When you need the numbers outside the system – for your accountant, owner or your own spreadsheet – you can export a report to a file.

Steps

1. Open the report: Go to Reports and pick the report you want, for example a sales report or product sales.
2. Choose the period: Set the date range you need. See "Reading your dashboard and choosing a time period".
3. Choose export: Click Export / Download and pick a format (usually CSV or Excel).
4. Save the file: The file downloads to your device, ready to send or open in a spreadsheet.

Good to know: The export contains the same numbers you see on screen, for the chosen period. Filter the report first if you only want part of it.

Tip: If you use an accounting system regularly, a direct integration is often better than manual export. See "Connecting an accounting system".