Reports and datahow-to3 min read
Export business data
Download the data you need for bookkeeping, audits, customer follow-up, or offline review.
ReportsData requests
Export business data
Download the data you need for bookkeeping, audits, customer follow-up, or offline review.
Where this lives
Exports are for offline analysis, bookkeeping, privacy responses, or sending structured data to another system.
Choose the right export
- Bookings exports are best for operational review and schedule analysis.
- Customer exports are best for outreach cleanup, deduping, and relationship review.
- Payment exports are best for reconciliation, accounting handoff, and refund tracking.
Before you download
- Confirm filters, date range, and status scope so you do not export a misleading slice of data.
- If the file is for external sharing, remove columns you do not need.
- Document why the export was created when it is tied to finance, privacy, or audit work.
