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title: "Export Reports to CSV File | SpotOn Retail Dashboard"
canonical: "https://help.spoton.com/space/SK/2226651740/Export%20Reports%20to%20CSV%20File%20%7C%20SpotOn%20Retail%20Dashboard"
format: markdown
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**Quick Links**
> Macro (toc)
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# Export Reports to CSV File
SpotOn Retail Dashboard now allows merchants to export **Sales** **Trends, Summary, Items**, **Staff, and Orders** **Reports **to CSV files by navigating to their respective section(s) and following the steps below to create the CSV report type.
> ℹ️ For information about Disputes Reports, please click [here](https://help.spoton.com/space/SK/2058190873/Disputes+Report+%26+FAQs+%7C+SpotOn+Retail+Dashboard).
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## Export Sales Trends Report to CSV File
| **Information** | **Display** |
| --- | --- |
| 1. From the left side menu, you will find the report drop-down menu, with the options:
1. **Trends**
2. **Sales Summary**
3. **Orders**
4. **Items** |  |
| 2. Select **Trends **and select the date needed for the report in the calendar on the top right |  |
| 3. Three sales reports will automatically display:
1. Daily Gross Sales
2. Weekly Gross Sales
3. Yearly Gross Sales | 
 |
| 6. Locate the desired report type
7. Click **Export CSV** on the bottom left to download the CSV |  |
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## Export Sales Summary Report to CSV File
| **Information** | **Display** |
| --- | --- |
| 1. From the left side menu, you will find the report drop-down menu, with the options:
1. **Trends**
2. **Sales Summary**
3. **Orders**
4. **Items** |  |
| 2. Select **Sales Summary** and two sections will display:
1. **Sales and Refunds**
2. **Total Collected by Tender**
3. Select the date range needed for the report in the calendar on the right |  |
| 4. The **Gross Sales** information for the date range will display |  |
| 5. Locate the desired report type
6. Click **Export CSV** on the right side of the name of the report
7. The CSV file will be downloaded |  |
---
## Export Items Sale History Report to CSV File
| **Information** | **Display** |
| --- | --- |
| 1. From the left side menu, you will find the report drop-down menu, with the options:
1. **Trends**
2. **Sales Summary**
3. **Orders**
4. **Items** |  |
| 3. Select **Items **to filter the sales by item
4. Select the desired data range for the report |  |
| 5. The **Top Items** information will display for the selected date range |  |
| 6. The **Items Sale History** will display below the Top Items information |  |
| 7. Merchants use the drop-down menu on the left to display items by:
- Items
- Category
- Channel
- Location
- Vendor
- Staff |  |
| 8. Results can be further refined by clicking **Filters** on the right-hand side of the screen |  |
| 9. A pop-out menu will appear on the right.
10. Select one or more filters by clicking the check box next to the filter name to further refine results
11. If needed, deselect filters by unchecking the box(es) individually or select **Clear Filters**
12. Once the correct filters have been selected, click **Apply Filters** |  |
| 13. The filtered Items Sale History report results will now display |  |
| 14. Click **Export CSV** on the right
15. The CSV file will download |  |
---
## Export Staff Report to CSV File
| **Information** | **Display** |
| --- | --- |
| 1. From the left side menu, you will find the report drop-down menu, with the options:
1. **Trends**
2. **Sales Summary**
3. **Orders**
4. **Items** |  |
| 2. Select the **Staff **option and select the desired Staff report type by clicking the **Net Sales **or** Order **tab.
3. From the right corner, select the desired range for the report |  |
| 6. If needed, results can be further refined by clicking **Filters** on the right-hand side of the screen |  |
| 7. A pop-out menu will appear on the right |  |
| 8. Select the needed staff member(s) by clicking the check box next to their name(s) or searching for their names in the search field
9. You can clear the selection in the upper right corner with the Clear button
10. Once the desired staff members have been selected, click the Apply button, and the report will be generated |  |
| 11. Click **Export CSV **on the right, and the CSV file will be downloaded |  |
---
## Export Orders Report to CSV File
| **Information** | **Display** |
| --- | --- |
| 1. From the left side menu, you will find the report drop-down menu, with the options:
1. **Trends**
2. **Sales Summary**
3. **Orders**
4. **Items** |  |
| 2. Select **Orders**
3. Select the order date range required, or search by order number, customer, team member, or at least four digits of a payment method
4. Apply additional filters to further refine report results by clicking **Filters** on the right-hand side of the screen |  |
| 5. Click **Export CSV **in the top right corner of the screen
6. The file should be downloaded |  |