Reports and exports

Reports is where you download dated, fixed records of the business — the kind you hand to an accountant or keep for your own files, rather than the live view in Analytics.

Download an individual PDF report

1. Open Reports from Growth in the sidebar.
2. Under Individual PDF reports, pick a report from one of the categories — Revenue, Sales, Customers, Accounting, or Operations.
3. Set the From and To dates in the Download PDF card.
4. Click Download PDF.

The catalogue covers, among others:

• Revenue: revenue summary, revenue by payment method, daily revenue, revenue by employee.
• Sales: service and product sales totals, plus line-by-line sales listings.
• Customers: customer revenue, ranked for the period.
• Accounting: VAT summary (ready for your VAT return), unpaid appointments, and the Z-report bundle — every Z report in the period, one per page.
• Operations: the appointment register, absence register, and workforce attendance.

Generate an accountant package

An accountant package bundles everything for a period into one download instead of pulling reports one at a time.

1. Still on Reports, scroll to Accountant package and set the Package period.
2. Optionally check Include audit trail.
3. Click Generate package.

The package includes Receipt PDFs, an Accounting workbook and overview, and Stored Z reports and reconciliations.

Share or manage a package

Once a package status reaches Ready under Package history:

• Click Download package to save it yourself.
• Click Email secure link, enter the Recipient email, and click Send secure link to let someone else download it without an account.
• Click Revoke link to disable a link you've already sent.

A package eventually expires; generate a new one if you need the same period again after that.