How to export your reports
Export any report in the Merchant Hub — open a report, set your date range and filters, then download it as CSV, Excel (XLSX), or PDF.
You can export your reports from the Merchant Hub to share with your accountant, reconcile your books, or keep records for the period. Every report under Reports supports the same download options, so the steps are the same wherever you are.
Reports you can export
Export is available on each report under Reports in the Merchant Hub:
Financial Summary — overview of revenue, taxes, payments, and expenses.
Sales Breakdown — sales detail for the period.
Transactions — the full transaction log, with filtering.
Employee Sales — sales by team member.
End of Session — the end-of-session (closing) report for a station.
How to export a report
In the Merchant Hub, go to Reports and open the report you want.
Set your date range and filters (for example, Outlets & Stations) so the export captures exactly what you need.
Click Download — or press Ctrl+E.
Under Export as, choose your format.
The export reflects the date range and filters currently applied, so set those first — if you change the date range or filters, download again to get an updated file.
Choosing a format
CSV — a plain spreadsheet file, best for importing into accounting tools or other spreadsheets.
Excel (XLSX) — a formatted spreadsheet you can open directly in Excel or Google Sheets.
PDF — a print-ready document, best for sharing or filing.
If you're handing numbers to an accountant or another tool, CSV or XLSX is usually best. If you just need a clean copy to read, share, or print, choose PDF.
Frequently asked questions
Which reports can I export? Financial Summary, Sales Breakdown, Transactions, Employee Sales, and End of Session.
What formats are available? CSV, Excel (XLSX), and PDF.
Does the export include my filters? Yes — it reflects the date range and filters you've applied before downloading.
Is there a shortcut? Yes — press Ctrl+E to open the download options.
Step by step
- 1
Open a report
In the Merchant Hub, go to Reports and open the report you want — Financial Summary, Sales Breakdown, Transactions, Employee Sales, or End of Session.
- 2
Set your date range and filters
Apply the date range and any filters (such as Outlets & Stations) so the export matches what you want to capture.
- 3
Click Download
Click Download, or press the keyboard shortcut Ctrl+E.
- 4
Choose a format
Under Export as, choose CSV, Excel (XLSX), or PDF. The file downloads with the data currently shown.
Frequently asked questions
Which reports can I export?
Financial Summary, Sales Breakdown, Transactions, Employee Sales, and End of Session.
What formats are available?
CSV, Excel (XLSX), and PDF.
Does the export include my filters?
Yes — it reflects the date range and filters you've applied before downloading.
Is there a shortcut?
Yes — press Ctrl+E to open the download options.