# How to export your reports

> Published: 2026-06-19
> Updated: 2026-07-09
> Category: Manage
> Canonical: https://finalpos.com/help/export-your-reports

Open any report under Reports — Financial Summary, Sales Breakdown, Transactions, Employee Sales, or End of Session — set your date range and filters, then click Download (or press Ctrl+E) and choose Export as CSV, Excel (XLSX), or PDF. The export reflects the filters you've applied.

## Key takeaways

- Export is available on the reports under Reports: Financial Summary, Sales Breakdown, Transactions, Employee Sales, and End of Session.
- Open a report, set your date range and filters, then click Download (or press Ctrl+E).
- Choose Export as CSV, Excel (XLSX), or PDF.
- The export reflects the date range and filters currently applied.
- CSV and XLSX are best for spreadsheets and accounting; PDF is print-ready for sharing or filing.

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; the export includes the card provider and payment details (transaction fee, net amount, processor) for each transaction.
- **Employee Sales** — sales by team member.
- **End of Session** — the end-of-session (closing) report for a station.

## How to export a report

1. In the Merchant Hub, go to **Reports** and open the report you want.
2. **Set your date range and filters** (for example, **Outlets & Stations**) so the export captures exactly what you need.
3. Click **Download** — or press **Ctrl+E**.
4. 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.

## FAQ

**Q: Which reports can I export?**
A: Financial Summary, Sales Breakdown, Transactions, Employee Sales, and End of Session.

**Q: What formats are available?**
A: CSV, Excel (XLSX), and PDF.

**Q: Does the export include my filters?**
A: Yes — it reflects the date range and filters you've applied before downloading.

**Q: Is there a shortcut?**
A: Yes — press Ctrl+E to open the download options.