Documents / Reports & Analytics / Export Report Data

Export Report Data

2 min read

Each export button, what its file holds and the permission it needs.

Download report data as an Excel or CSV file.

Overview

This guide lists the export buttons on each tab and what each file holds.

Who Can Access

Agency AdminTeam Member

Step-by-Step Guide

  1. Pick the tab and dates

    Open the tab and set the date range.

  2. Export

    Click the export button and choose Export as Excel (.xlsx) or Export as CSV (.csv). The file downloads straight away.

    Export menu with Export as Excel (.xlsx) and Export as CSV (.csv)

What Each Button Exports

TabButtonWhat’s in the filePermission
RevenueExport TransactionsEvery invoice created in the range, paid or notRevenue access
RevenueExport InvoicesInvoices in every statusExport Invoices
ServicesExport ServicesYour service catalogue (no dates)Export Services
ClientsExport ClientsAll clients (Excel only, no dates)Export Clients
OrdersExport orders & ratingsOrders created in the range, with ratingsExport orders & ratings
OrdersExport Order Ratings / Export Ticket RatingsRatings for orders or tickets in the rangeExport orders & ratings / Export ticket ratings
AccountsExport AccountsClients added in the range, with balanceAccounts access

Good to Know

  • Statuses, Coupons and Time have no export.
  • There is no PDF export.
  • Very large exports may be refused. Narrow the date range and try again.

Frequently Asked Questions

“You do not have permission to export this.”⌄
Ask the owner to tick that export box on your role.

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