Create Reports and Exports

Choose the right view

Use Analytics for quick trends and Reports for structured reviews or exports. Open both from Finances.

Step 1: Define the report

1. Open Finances, then Reports.
2. Choose the report that matches your question.
3. Set the date range, status, location, product, or service filters you need.
4. Run the report and check a few records before exporting.

Step 2: Keep exports safe

Exports can contain names, contact details, purchase history, and financial information. Save them in an approved secure location, share them only with the right people, and delete copies you no longer need.

Step 3: Reconcile the numbers

Open Financials and Payouts to compare sales with settled funds. Account for pending payments, provider fees, refunds, disputes, and differences in date ranges.

Step 4: Act on the result

• Restock strong products.
• Adjust availability for busy or quiet services.
• Investigate failed or refunded payments.
• Share a short summary with the people responsible for the next action.

Frequently asked questions

Why does my export look incomplete?

Widen the dates, clear filters, check the status selection, and confirm you are viewing the correct business.

Who should export customer data?

Usually an Owner, Admin, or authorised Finance team member with a clear business reason.

What to do next

Next, read Revenue, payouts, and expenses.