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.
