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Step 4: Integrations & Export Overview

Last updated on May 17th, 2022

Reports

Export Reports

While viewing any report in WooPOS, you have the option of exporting it in a number of formats.

STEP 1: With the report open click on the da.PNG button in the top-left hand corner of the screen.
STEP 2: On clicked on the Export Report screen will appear as shown below.  Choose a location to save the exported report.  You can change the “Save as type” so you can save it as a CSV, PDF, EXCEL etc.

Useful link: Export Report

 

Exporting Raw Data from Reports

You can export any list from any screen or report.

Useful link: Exporting Raw Data from Reports

 

Sending Favorite Reports By Email At Scheduled Time

You can export any report to your email address at scheduled intervals.

Useful link: Sending Favorite Reports By Email At Scheduled Time

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