Exporting a report to CSV
- For
- Manager
- Where
- Back office
- Permission
- View reports, All sales at assigned stores
- Checked on
The Export to CSV button saves a report to a file that you open in a spreadsheet: to keep it, work on it another way or hand it to your accountant. The file holds the whole report, not only the page on screen.
Before you start
You must be able to open the report: its permission is in its guide. The Dashboard has no export button.
Exporting a report
To save a report:
Open the report, for example Reports > Payments.
Choose the period and the criteria, then click Show report.
Click Export to CSV, above the table, to the right of the period shown.
The browser saves the file, whose name starts with rapport- and the name of the report, then gives the period: rapport-paiements-2026-11-08-2026-11-13.csv (start and end). The Sales report adds the name of the tab. The Stock value report gives the grouping and the date of the stock: rapport-valeur-stock-product-2026-11-13.csv.
The file follows the criteria on screen: the period, the stores, the grouping and, for cash closings, Variances only and its threshold. On the reports with a period table, the button is greyed out while the report reloads; on Gift card balances, the button disappears with the table while it is read. If the report has no row, the button does not appear.
The reports you can export
Every report except the Dashboard has its button in the same place.
The Sales report exports the tab on screen. Gift card balances and Store credit balances export their table (one row per card or account), not the summary.
Reading the file
The file is UTF-8 text: a row of headings (the column titles of the screen, in the language of the screen), one row per row of the table, then the totals row when the report has one (Gift card balances, Store credit balances and the summary of the Sales report do not). Fields are separated by commas; a field that contains a comma or a quotation mark is in quotation marks. Each line ends with a carriage return and a line feed.
Values are written for a spreadsheet, not as on screen:
- Amounts: in dollars, with a period, with no symbol or thousands separator (
2149.18,-0.05); - Quantities: in units, with a period for decimals (
1.234); - Dates and times: in universal time (UTC), for example
2026-11-08T14:00:00.000Z, so different from the time shown on screen; - Text that would start with
=,+,-or@: preceded by an apostrophe, so a spreadsheet does not take it for a formula.
Here is what the file of a few reports contains:
| Report | Columns of the file |
|---|---|
| Payments | Payment method, one column per day, week or month, then Total; one row per method, the Cash rounding row and the Totals row. |
| Cash closings | Store, Register, Opened, Closed, Opened by, Closed by, Manager, Expected, Counted, Variance, Largest variance, Variance reason, Rounding, Adjustments, Adjusted movements, then, for each payment method, its expected, counted and variance (for example Comptant: expected). |
In the closings file, the counted amount and variance of a method that is not counted repeat the expected amount, as on screen, except for a closing made by an administrator without a count: it stays "Not counted" and its expected amount is repeated only in the totals row (guide "Understanding the variances of a closing").
If accents look wrong in your spreadsheet, open the file by choosing the UTF-8 encoding.
Troubleshooting
"The report exceeds 20,000 rows: shorten the period to export it."
The export refuses a report that is too large instead of cutting it. Shorten the period, then export again. Gift card balances and Store credit balances refuse above 5,000 rows ("The list exceeds 5,000 rows: shorten the period to export it."). Stock value asks you to group by category or by store, or to choose fewer stores.
The button does not appear
The report has no row for these criteria. Click Change the criteria and widen the period.