Skip to main content
Exports let you download your data as spreadsheet files that you can open in Excel, Google Sheets, or import into other tools.
Export screen showing sales data ready to download

​
How exports work

Most exports follow the same pattern: filter first, then download.
1

Go to the export page

Head to Analytics > Export and pick the category you need — Sales, Inventory, Customers, Financials, or End of Day.
2

Set your filters

Choose a date range, location, statuses, or any other filters available for that report.
3

Generate and download

Click Generate. The file downloads to your computer.
You can also export directly from some pages — for example, exporting orders, customers, or products from their respective list views.

​
Export formats

FormatWhen it’s usedOpens in
XLSX (Excel)Most reports — especially those with multiple sheetsExcel, Google Sheets, Numbers
CSVSimpler exports like customer lists and product cataloguesExcel, Google Sheets, any spreadsheet tool, Mailchimp, etc.
PDFOrder worksheets and delivery run sheetsAny PDF viewer
Reports with multiple sheets (like the Order Sales report, which has Overview, Products, Occasions, and more) always download as XLSX so you can use the tabs.

​
What you can export

Here’s a quick reference of everything you can download. For detailed filter options and what each report includes, see Reports.

​
From Analytics > Export

CategoryReports available
Sales & RevenueOrder Sales, Customer Orders, Orders by Payment Method, Events by Payment Method
Inventory & StockStock Levels, Stock Movements, Ingredient Summary, Ingredient Breakdown
Customers & MarketingCustomer Marketing, Event Customers, Recurring Marketing
FinancialsAll Invoices, Accounts, Transactions, Transaction Payments, Accounting Export (Sage/Xero/QuickBooks)
End of DaySession History, Date Range Report

​
From other pages

PageWhat you can export
OrdersOrder list as CSV, order worksheets as PDF
CustomersCustomer list with contact details as CSV
ProductsProduct catalogue with variants, pricing, and barcodes as CSV
DeliveryDelivery run sheets as PDF
IngredientsIngredient list as CSV (blank template or with data)

​
Audit logging

Every export is logged automatically. The audit log records:
  • Who downloaded the file
  • When it was downloaded
  • Which report type
  • What filters were applied
  • How many records were included
Your admin can review export logs in the audit trail. This helps with data protection compliance — you always know who accessed what data and when.

​
Common questions

Most reports are XLSX (Excel) files. Simpler exports like customer and product lists are CSV. Order and delivery sheets can be PDF.
Invoice reports are capped at 10,000 records. Other reports have no hard limit, though very large exports may take a moment to generate.
Exports are currently manual. For automated financial data, connect to Xero or QuickBooks via Integrations.
Some reports require specific permissions. Financial reports need the financials export permission, and end of day reports need the end of day export permission. Ask your admin to check your role.

​
What’s next?

Reports

Detailed guide to every report and its filters.

Analytics

View your data visually with charts and trends.

Financials

Manage invoicing, payments, and accounting.

Integrations

Connect to Xero, QuickBooks, and other tools.
Last modified on March 9, 2026