Run a report and export it as CSV

Pick a period, open a report, sort its table and download the rows as a CSV file.

In the app

Reports

Plan

Pro and Enterprise

Every report reads the same period, chosen once on the Reports page. Each one can be printed. Exporting as CSV is part of Pro and Enterprise.

1. 1

   Choose the period

   Open Reports and pick 7 days, 30 days, 90 days or A year, or type dates in the From and To boxes. Every report opens on this period.

2. 2

   Open a report

   Reports are grouped under Operations, Revenue, Rental & inventory and HR. Each one says the question it answers.

3. 3

   Sort the table

   Click a column heading to sort by it. Click it again to reverse the order.

4. 4

   Export it

   Press Export CSV. The file holds the rows you see, in the order you sorted them.

5. 5

   Print it

   Press Print for a paper copy.