Exporting Reports
You can export any report from Fuze Store to an Excel or CSV file. This makes it easy to analyze data offline, keep records, or share reports with your accountant.
Step-by-Step Guide
Follow these steps to export a report.
- Open the report you want to export (Sales, Item, or Transaction Report).
- Set your date range and apply any filters you need.
- Tap the Export button. You will find it near the top of the report screen.
- Choose your format. Select either Excel (.xlsx) or CSV (.csv).
- Download the file. The file saves to your device automatically.
Supported Formats
| Format | Best For |
|---|---|
| Excel (.xlsx) | Spreadsheet analysis with formatting and formulas. |
| CSV (.csv) | Simple data import into accounting or other software. |
What Gets Exported
The exported file includes all the data visible in the report. This covers:
- All rows matching your selected date range and filters.
- Column headers for each data field.
- Totals and summaries where applicable.
Common Use Cases
- Bookkeeping. Keep monthly sales records for your financial files.
- Tax preparation. Share transaction data with your accountant at tax time.
- Team review. Send performance reports to business partners or managers.
- Data analysis. Open the file in Excel or Google Sheets for custom charts.
Tips
- Set the right date range first. The export only includes data from the selected period.
- Use filters before exporting. This keeps your file focused on the data you need.
- Save files with clear names. Include the date range in the file name for easy reference.