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Exporting Sales Into A Spreadsheet

Export any slice of your sales—filtered by date, location, or other criteria—to a spreadsheet.

Use cases

- Send last-month’s sales to your bookkeeper.

- Export a single day to reconcile the cash drawer.

- Share sales data without having to give out login.



Step-by-step instructions

1. Click Sales in the left navigation bar.

2. Apply filters before exporting.

3. Click Export (upper right).

- A confirmation prompt appears—click Export again.

4. A message briefly appears at the bottom-left: “You’ll get an email when it's ready.”

- Go to Settings > scroll to Internal Emails > check Emails for Exports.

6. When the email arrives, click Download Spreadsheet—the file saves to your computer.

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