Skip to main content
All CollectionsSetting Up
V2 How To Export Data From SAVVY
V2 How To Export Data From SAVVY

In Savvy, you have access to your data at all times. Below are the steps to download it.

Savvy Customer Support avatar
Written by Savvy Customer Support
Updated over 3 weeks ago

Follow the steps below to access your data!


​Please note - we have 2 settings to be aware of; User Roles & Export Override

  • User Roles
    You can configure user permissions in your account to determine whether admin or groomer users can download data. To adjust these settings, go to the top right corner, click on the Cog icon > Users > User Roles.
    Additionally, you can set whether groomers or admins can view reports within user roles.
    ​

  • ​Export Override
    By default, the export override is set to disallow data exports within accounts. This restriction applies to the main customer data found under the Import/Export icon and is implemented for added security, especially for larger salons. If you wish to enable this feature, please email us from the main admin email, and let us know if you would like it turned off in the future.


​Downloading Customer Data
To access the main customer data, navigate to the top right corner and click on the Cog icon > Import/Export. From there, click through each option to download the data you need.


​Accessing Reports
To download reports, go to the Left Menu > Reports. Many of these reports allow you to set date ranges, enabling you to download data month by month.
​

Did this answer your question?