Exporting Financial Reports and Payouts

Open the Reports Tab

Use the Financial Hub when you need to export financial reporting data for accounting, bookkeeping, payout review, or business analysis.

1. Open Financial Hub

   Go to the Financial area from the main sidebar.

2. Open Reports

   Select the Reports tab inside Financial Hub.

3. Choose your date range

   Set the report date range before exporting so the file matches the period you want to review.

Tips

• Set the date range first so both PDF and payment exports use the correct reporting window

Export the PDF Business Report

The PDF export creates a business analytics report based on the visible reporting period.

1. Set the reporting period

   Choose the start and end dates in the Reports tab.

2. Click Export PDF

   Use the Export PDF button to generate the business report.

3. Save the file

   Download and save the exported PDF for finance review or sharing.

Tips

• Use PDF export for summaries, owner review, and sharing with stakeholders who do not need raw transaction rows

Export Payment Reports

The payment export menu creates CSV reports from your connected payment data. These are useful when you need transaction-level detail instead of summary reporting.

1. Open Export Payment Report

   In the Reports tab, click Export Payment Report.

2. Choose the report type

   Select Balance Transactions, Charges, or Payouts from the dropdown.

3. Wait for the CSV export

   The system builds the CSV using the selected date range and downloads it to your device.

Tips

• Use Charges when you want payment-level detail
• Use Payouts when you want payout timing and deposit-level reporting
• Use Balance Transactions when you want the broadest ledger-style transaction view

Important notes

• Payment report exports require a connected payment account

Which Export to Use

Each export is designed for a different finance task, so choosing the right one will save time.

1. Use PDF for summary review

   Choose PDF when you want a readable business summary.

2. Use Charges for payment detail

   Choose Charges when reconciling payments, fees, and invoice collections.

3. Use Payouts for bank deposit review

   Choose Payouts when you want to understand what is being sent out and when.

4. Use Balance Transactions for broader reconciliation

   Choose Balance Transactions when you need a more complete transaction-level export for bookkeeping or accounting workflows.