How To Export A Report
Lucinda avatar
Written by Lucinda
Updated over a week ago

To get a report for all transactions during a set period, please follow the steps below. You can select to download a spreadsheet that will show gross, fee, and net amounts for all transactions during the timeframe set.

The download can be sent via email and uploaded to accountancy software if required.

Step 1:

Go to the Activity screen via the fourth icon from the bottom-left in the main menu as highlighted below.

Step 2:

Select Your reports found on the top of the Activity screen.

Icon not showing? Please ensure you have the latest version of the app: Open Lopay in the App Store or Play Store and select Update.

You will then be given the option to select Transaction Reports or Sales Reports. We will be selecting Transaction Reports for this demonstration, Sales reports work in exactly the same manner.

Transaction and Sales reports are broken down by Day, Week and Month. You may also set your own start and end date. To do this please select the calendar icon in the top-right-hand corner as highlighted below.

Step 3:

Select the start and end dates for the report you need and then select Confirm as highlighted below.

Step 4:

You will then be given the option to download your report. Please select "Download report" as highlighted below to continue.

Step 5:

You may download your report in PDF, CSV or Excel, please select the format most suitable for you.

Step 5:

You will then be able to view your chosen report. Please see the video below for more information.

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