Export a report (CSV, Excel, PDF)

You can download a report to share offline or work with the numbers elsewhere. Exports match what you see on screen, including your active filters, date range, and view.

Export to CSV

1. Open the report and set your date range, filters, and "View by" the way you want them.
2. Choose Export and select CSV.
3. The file downloads with the merchant, report type, and date range in the filename.

CSV export is the most reliable option and is best for production workflows.

Export to Excel (Beta)

Choose Export and select Excel to download a workbook with separate tabs for your KPIs, item breakdown, and time series, with numbers and currency formatted for you.

Excel export is in beta. It works well for typical reports, but very large or complex reports may hit edge cases. If you need a guaranteed result, use CSV.

Export to PDF (Beta)

Choose Export and select PDF to download a print-ready version of the report as you see it on screen, including the report details and a generated timestamp.

PDF export is in beta. Today the download arrives as a web page file (.html) rather than a finished PDF: open it in your browser, choose Print, and save as PDF. Very long reports or complex charts may not render perfectly.

Notes

• Exports respect your current filters and date range, so set your view before exporting.
• If you need exports delivered on a schedule, see Schedule a report.

Related

• Build and read a report
• Schedule a report