Running, Exporting, and Sorting Reports

Businesses have the convenience of accessing and exporting various report options, including Income, Income by Payment Type, Sales by Service, Sales by Staff, Gift Certificates, Appointments, Marketing Fees, Store Credits, and more.

To access these reports:

1. Navigate to your Business tab.
2. Select Sales.
3. Select a report of your choice from the left side of the page.
4. On the calendars that drop downwards from Date Range fields, select dates for the period that you want to report on.
5. Apply any other filters. 
6.  Select Export to download a CSV spreadsheet of the data and sort the data how you would like.

Note:

• CSV files can be opened in spreadsheet programs such a Microsoft Excel, Google Sheets, or Apple Numbers. 
  
• Dates cannot be typed into the Date Range fields--they must be selected from the calendar drop-downs.
• When updating the date range, you must change the "from date" first, allow the page to completely update, and then change the "to date".
• You cannot select the same date for both date range fields.

Below are some helpful articles on managing the data once it has been uploaded

• Google Sheets Split text, remove duplicates, or trim whitespace
• Excel Split text into different columns with the Convert Text to Columns Wizard