Download Data

There are two options for downloading report data, either at the chart level or a filtered transaction list.

Chart Download

A menu icon is shown at the top right of the charts on the Reports page. Open the menu and select Download (when available). This will generate a CSV of just the chart's data as a downloaded file.

Chart menu allowing a Pivot or Download of the data being displayed.

Transaction List

From the Reports page, View All Transactions.

View All Transactions button.

On the Reports > Transactions page, there is a Download button to the right of the date filters.

Download menu with CSV option showing.

Download as CSV to generate a copy of the filtered results shown in the table.

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