Export a report to CSV

A CSV file opens in Excel, Google Sheets, and most accounting tools. Export when your accountant asks for numbers, or when you want to work on them yourself.

Before you start

• You are signed in as an admin.

Steps

1. 1On the home screen, tap Reports.
2. 2Tap the tab of the report you want, for example Payment Methods.
3. 3Tap Export, then tap CSV.
4. 4Choose where to save the file.
5. 5Wait for the message Report exported successfully.