Help CenterExporting your Sales Report will give you more details about your Sales and the specifics (date and time, how clients paid, gross vs. net dollar amount, service fees, full/partial refund, etc).
To do this, log in to your Fitli business account. Then, click Reports at the top menu. In the example below, we'll export the "Sales Report By Transaction" data.
Use the pulldowns at the top to filter out the needed data. You can view sales by "All Transaction Types", "All Funding Sources" or Payment Methods (card, cash, check, etc etc). Use the pulldown for the time frame. It's default to "Month to Date". You can also select from "Last Month", "Year to Date" or do a custom search by selecting the date range or click View All to pull-up the current report. Use the keyword box to enter your client's name, email address, item or promo. You can use any one of these tabs or do a combination search and then hit Search. When done, click Export on the right side.
The .csv file will be automatically downloaded. You probably wondered, why is the exported file showing some weird characters like “#####” on select rows/columns/cells? That is because it’s a .csv file and it's not formatted yet.
To remove these, click on the top left corner of the spreadsheet so it highlights everything.
Then hover your mouse on the line between A and B column. You’ll notice that your excel cursor will change into this:
Double click on the line between A and B column.
This will bring up the values behind those weird characters as shown below.
The .csv file can be opened in many types of apps but usually, it's default to be opened in excel. You can use the "Save As" option on Excel to save it to your desired file format (PDF, txt, word, etc). In case you don't have Excel, you can copy the data from the .csv file and paste it to a Google Spreadsheet. You can use the filter function of your favorite spreadsheet program to filter the data you need.
That's about it! Any questions? Chat with us or send us an email to support@fitli.com.