Which reports you can export to CSV, and how

The Reports page is organized into a lot of categories — Financial, Sales, Operations, Staff, Customers, Inventory, Warranty, Marketing, Liability, Vehicle, Retention, Scheduling, Staff Admin, and Pipeline. Most of those reports are view-only in the app today. Only a handful have an actual CSV button on them. This article is the definitive list, so you're not hunting for an export that isn't there.

Reports with a CSV button today

• Financial → Daily Revenue
• Financial → Sales Tax — opens the standalone Sales Tax report page, which has its own CSV/filing exports
• Sales → Gross Profit per Job
• Staff → Commission Report
• Staff → Payroll Summary
• Inventory → Supplies Usage
• Staff Admin → Time Clock Log
• [Transactions report](/kb/transactions-report) — its own standalone page, not one of the Reports-page cards above
• [Processing Fees report](/kb/processing-fees-report) — same, standalone
• Referral Attribution — covered by its own dedicated article, Referral attribution report

That's ten. If a report you rely on isn't on this list, there's no hidden export button; see "Reports without a CSV button" below.

How to export one

1. Go to Reports and pick the report from the sidebar.
2. Set your date range (the presets — Today, 7 Days, 30 Days, 90 Days, YTD, 1 Year — or a custom range).
3. If there's data in that range, a CSV button appears at the top right of the card. Click it.

The file downloads immediately — no email, no waiting, no background job. It's named after the report plus the date you exported it, for example supplies-usage-2026-07-22.csv. If there's no data in your selected range, the button doesn't show, so an empty range just won't offer a download.

What's in each CSV

The column headers match exactly what's in the file — useful if you're mapping these into a spreadsheet template or another tool:

• Daily Revenue: Date, Revenue ($)
• Gross Profit per Job: Date, Customer, Service, Revenue, Material COGS, Gross Profit, Margin %
• Commission Report: Installer, Entries, Base, Earned, Paid, Unpaid
• Payroll Summary: Employee, Hours, Commission, Tips, Total
• Supplies Usage: Item, Brand, Category, Qty Used, Cost ($)
• Time Clock Log: User, Email, In, Out, Minutes, Break min, Status
• Transactions: Date, Customer, Invoice, Method, Channel, Status, Amount ($), Tip ($), Refunded ($), Net ($), Payment ref
• Processing Fees: Date, Payment ref, Charge ($), Fee ($), Rate (bps), Flat fee (¢)

All dollar figures export as plain decimal numbers (no currency symbol in the cell itself, aside from the "($)" in the header label where used) so they drop cleanly into spreadsheet math without cleanup.

Not the same as a full data export

Don't confuse this with Settings → Data Export — that's a separate, account-wide export tool, not tied to any single report. From there you can download six entities on demand, as CSV or JSON: Customers, Appointments, Quotes, Invoices, Payments, and Vehicles. It's meant for backups, migrations, and "give me everything" requests, not for the working reports above — it pulls raw records, not the aggregated/summarized numbers a report shows you.

If you need the full rundown on that flow — scheduling recurring exports, row caps, formats — see Export your data — backups and ownership.

Reports without a CSV button

Everything else on the Reports page — Revenue Overview, Payment Methods, Appointment Stats, Top Customers, Warranty Claims, Review Velocity, and the rest — is view-only in the app today. There's no CSV button, and no separate download path for them. If you need one of those pulled into a file for a specific reason, email us and we'll see what we can do on a one-off basis.

Need help? Email info@roffik.com.