Can I export multiple reports at once?

No, reports must be exported individually. You will need to open each report and follow the export steps for each one.

What if I need to export data in a format other than PDF, CSV, or XLSX?

Currently, Fresha supports exporting reports only in PDF, CSV, and XLSX formats. If you need another format, you may need to convert the exported file using a third-party tool.

How do I change the export settings to include or exclude certain data fields?

Before exporting, use the Customize option within the report to adjust the data fields according to your preferences. Once customized, you can save these changes and export the report.

Why can't I see the option to export reports?

If the export option isn’t visible, ensure you have the necessary permissions, such as Access reporting and Access new reporting & insights.

Is there a limit on the number of times I can export a report?

No, you can export reports as many times as needed without any limitations.

Export reports

Easily access, share, and analyze your data offline by exporting your reports in various format. Learn how to export your data in PDF, CSV, and XLSX.

Getting started

Exporting reports allows you to keep records for personal reference or to share with others. If you’re a team member:

Request permission for Access reporting and Access new reporting & insights.

Exploring reports

Most reports can be exported in the format that best suits your needs.

Desktop
Mobile

To export a report:

Open Reports.
Select the report you want to export.
Click on Customize if you need to make changes to the report before exporting.
Select Options and choose your preferred format to download your report:
1. PDF
2. CSV
3. XLSX

To export a report:

Open Reports.
Tap All reports from the menu.
Select the report you want to export.
Tap the three dots in the top right corner and then Customize if you need to make changes to the report before exporting.
To export the report, tap the three dots in the top right corner and choose your preferred format to download your report:
- PDF
- CSV
- XLSX

FAQs

- Can I export multiple reports at once?
- What if I need to export data in a format other than PDF, CSV, or XLSX?
- How do I change the export settings to include or exclude certain data fields?
- Why can't I see the option to export reports?
- Is there a limit on the number of times I can export a report?

Export reports

Getting started

Exploring reports

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