PocketSuite's Data Export tool emails you a CSV of your business data, and three settings decide what's in it. This Spotlight video shows you how to set them correctly the first time.
Watch the video
Video link: https://vimeo.com/1245143155
What you'll learn
- Go to Settings > Data Export and choose a time period.
- Check the client setting. It defaults to All Clients, so pick one client from the list if that's all you need.
- Choose an export type. Payments includes gratuity, discount, payout, fee, tax, and tax rate for every payment.
- Save, and PocketSuite emails you the CSV.
Quick reference: Which Export Do I Need?
Match your situation to the right settings before you export, not after:
- The whole franchise's numbers for a report: Choose the report period, leave the client set to All Clients, and choose the Payments export type.
- One client's payment history: Choose any time period, tap the client setting and pick the client you want, and choose Payments.
- A tax-rate or fee breakdown, not just totals: Choose the period in question, then All Clients or one client, and choose Payments.
- A quick combined snapshot of deposits, invoices, appointments, and client detail: Choose the period in question, leave All Clients selected, and select multiple export types at once for a general export.
Payments is one of several export types in the dropdown. Pick whichever matches the data you need, or select more than one for a broader export.
Note: The client setting defaults to All Clients. If you only need one client, tap the setting and pick them from the list. If you skip that step, you'll export everyone.