Export data to CSV
Every report table exports — take your numbers to Excel, your accountant, or another tool.
2 min read · Reports
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Reports are readable on screen, but the numbers are yours — every breakdown table has a CSV export button.
Export a report
- Set your filters first — date range, location, category. The export matches what you've filtered, so "March only" exports March only.
- Click the CSV button on the table.
- The file downloads — open it in Excel or Google Sheets, or hand it to your accountant.
What exports well
- Sales by product/customer/cashier — commission calcs, reorder planning
- Stock valuation — the inventory number for year-end accounts
- Invoice lists — per-transaction detail for audits
One limit
Very large exports cap at a fixed row count — the button warns if your filter exceeds it. Narrow the date range and export in slices instead of one mega-file.
Tip: Filter before exporting — a CSV of "everything" is a file nobody reads. Export the slice that answers the question.
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