[{"data":1,"prerenderedAt":1060},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fexport-a-report":3,"help-all-categories":209,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fexport-a-report":329,"help-related:\u002Fhelp\u002Fgrowth\u002Fexport-a-report":330},{"id":4,"title":5,"audience":6,"body":7,"category":187,"description":188,"draft":189,"extension":190,"icon":191,"keywords":192,"meta":198,"navigation":199,"order":200,"path":201,"related":202,"seo":205,"stem":206,"updatedAt":207,"__hash__":208},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF","clinic",{"type":8,"value":9,"toc":171},"minimark",[10,19,24,63,67,117,128,134,140,144,148,151,155,164,168],[11,12,13,14,18],"p",{},"Every report page has an ",[15,16,17],"strong",{},"Options"," menu next to its controls with three export formats. What you export is exactly what you're looking at — the current date range, filters, and sort — never a hidden superset.",[20,21,23],"h2",{"id":22},"how-do-i-download-a-report","How do I download a report?",[25,26,27,32,35,39,45,49],"steps",{},[28,29,31],"h3",{"id":30},"set-up-the-view-first","Set up the view first",[11,33,34],{},"Pick the date range, location scope, and any filters. The export mirrors the on-screen table, totals row included.",[28,36,38],{"id":37},"open-options","Open Options",[11,40,41,42,44],{},"Click ",[15,43,17],{}," at the top of the report (on a phone it collapses to an icon button).",[28,46,48],{"id":47},"pick-a-format","Pick a format",[11,50,51,54,55,58,59,62],{},[15,52,53],{},"Export CSV",", ",[15,56,57],{},"Export Excel",", or ",[15,60,61],{},"Export PDF",". CSV downloads instantly; Excel and PDF are rendered server-side and take a moment — the menu shows a spinner while they build.",[20,64,66],{"id":65},"which-format-when","Which format when?",[68,69,70,83],"table",{},[71,72,73],"thead",{},[74,75,76,80],"tr",{},[77,78,79],"th",{},"Format",[77,81,82],{},"Best for",[84,85,86,97,107],"tbody",{},[74,87,88,94],{},[89,90,91],"td",{},[15,92,93],{},"CSV",[89,95,96],{},"Feeding another system — payroll software, a spreadsheet pipeline, your accountant's import. Plain data, no styling",[74,98,99,104],{},[89,100,101],{},[15,102,103],{},"Excel (.xlsx)",[89,105,106],{},"A human working in a spreadsheet: typed columns and formatting survive",[74,108,109,114],{},[89,110,111],{},[15,112,113],{},"PDF",[89,115,116],{},"Sharing a finished, uneditable snapshot — end-of-month pack, a figure for the owner",[11,118,119,120,123,124,127],{},"The same menu also carries ",[15,121,122],{},"Add to favorites"," (pins the report on your reports index) and, on the report builder, ",[15,125,126],{},"Duplicate"," for saved views.",[129,130,131],"tip",{},[11,132,133],{},"Money exports as plain decimal numbers, so spreadsheet formulas work on them directly — no currency-symbol stripping needed.",[135,136,137],"warning",{},[11,138,139],{},"Excel and PDF rendering is rate-limited (by default 20 analytics exports per hour per workspace) to keep the app responsive. If an export is refused, wait and retry rather than hammering the button.",[20,141,143],{"id":142},"common-questions","Common questions",[28,145,147],{"id":146},"my-export-is-missing-rows-i-expected","My export is missing rows I expected",[11,149,150],{},"The export matches the screen. Check the date range and the location filter — a report scoped to one location exports only that location.",[28,152,154],{"id":153},"can-i-schedule-a-report-to-email-itself","Can I schedule a report to email itself?",[11,156,157,158,163],{},"Not from the Options menu. The one built-in emailed export is the payroll summary — see ",[159,160,162],"a",{"href":161},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",".",[28,165,167],{"id":166},"why-does-csv-work-when-excelpdf-fails","Why does CSV work when Excel\u002FPDF fails?",[11,169,170],{},"CSV is built in your browser from the rows on screen; Excel and PDF are built on the server and are subject to the rate limit and a size cap. Very large ranges may need splitting into smaller periods.",{"title":172,"searchDepth":173,"depth":173,"links":174},"",2,[175,181,182],{"id":22,"depth":173,"text":23,"children":176},[177,179,180],{"id":30,"depth":178,"text":31},3,{"id":37,"depth":178,"text":38},{"id":47,"depth":178,"text":48},{"id":65,"depth":173,"text":66},{"id":142,"depth":173,"text":143,"children":183},[184,185,186],{"id":146,"depth":178,"text":147},{"id":153,"depth":178,"text":154},{"id":166,"depth":178,"text":167},"growth","Use the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.",false,"md","i-lucide-file-down",[193,194,195,196,197],"export report csv","report to excel","report pdf download","download workroom report","export limit reached",{},true,14,"\u002Fhelp\u002Fgrowth\u002Fexport-a-report",[203,204,161],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report","\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report",{"title":5,"description":188},"help\u002Fgrowth\u002Fexport-a-report","2026-08-14","A47gJMUY0Wcav_ETevFq9SJHyU9CNbnf1YBfbaR4JgY",[210,221,230,239,249,259,269,279,288,298,308,319],{"id":211,"title":212,"audience":6,"description":213,"extension":214,"icon":215,"meta":216,"order":217,"slug":218,"stem":219,"__hash__":220},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":222,"title":223,"audience":6,"description":224,"extension":214,"icon":225,"meta":226,"order":173,"slug":227,"stem":228,"__hash__":229},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":231,"title":232,"audience":6,"description":233,"extension":214,"icon":234,"meta":235,"order":178,"slug":236,"stem":237,"__hash__":238},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":240,"title":241,"audience":6,"description":242,"extension":214,"icon":243,"meta":244,"order":245,"slug":246,"stem":247,"__hash__":248},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":250,"title":251,"audience":6,"description":252,"extension":214,"icon":253,"meta":254,"order":255,"slug":256,"stem":257,"__hash__":258},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":260,"title":261,"audience":6,"description":262,"extension":214,"icon":263,"meta":264,"order":265,"slug":266,"stem":267,"__hash__":268},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":270,"title":271,"audience":6,"description":272,"extension":214,"icon":273,"meta":274,"order":275,"slug":276,"stem":277,"__hash__":278},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":280,"title":281,"audience":6,"description":282,"extension":214,"icon":283,"meta":284,"order":285,"slug":187,"stem":286,"__hash__":287},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":289,"title":290,"audience":6,"description":291,"extension":214,"icon":292,"meta":293,"order":294,"slug":295,"stem":296,"__hash__":297},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":299,"title":300,"audience":6,"description":301,"extension":214,"icon":302,"meta":303,"order":304,"slug":305,"stem":306,"__hash__":307},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":309,"title":310,"audience":311,"description":312,"extension":214,"icon":313,"meta":314,"order":315,"slug":316,"stem":317,"__hash__":318},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":320,"title":321,"audience":311,"description":322,"extension":214,"icon":323,"meta":324,"order":325,"slug":326,"stem":327,"__hash__":328},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[331,635,850],{"id":332,"title":333,"audience":6,"body":334,"category":187,"description":624,"draft":189,"extension":190,"icon":625,"keywords":626,"meta":627,"navigation":199,"order":304,"path":203,"related":628,"seo":631,"stem":632,"updatedAt":633,"__hash__":634},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":335,"toc":611},[336,342,346,362,366,369,372,376,382,386,389,396,400,407,421,424,428,431,435,442,446,452,507,511,517,521,524,529,533],[11,337,338,341],{},[15,339,340],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[20,343,345],{"id":344},"two-tiers","Two tiers",[347,348,349,356],"ul",{},[350,351,352,355],"li",{},[15,353,354],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[350,357,358,361],{},[15,359,360],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[20,363,365],{"id":364},"seven-categories","Seven categories",[11,367,368],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,370,371],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[20,373,375],{"id":374},"favourites","Favourites",[11,377,378,379,381],{},"Star a report and it lands under the ",[15,380,375],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[20,383,385],{"id":384},"date-range","Date range",[11,387,388],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[11,390,391,392,395],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[15,393,394],{},"Custom"," pins a fixed window.",[20,397,399],{"id":398},"comparison","Comparison",[11,401,402,403,406],{},"Set ",[15,404,405],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[347,408,409,415],{},[350,410,411,414],{},[15,412,413],{},"Previous period"," — the same length of time immediately before",[350,416,417,420],{},[15,418,419],{},"Previous year"," — the same window a year earlier",[11,422,423],{},"For a seasonal business, previous year is usually the honest comparison.",[20,425,427],{"id":426},"filters","Filters",[11,429,430],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[20,432,434],{"id":433},"drilling-in","Drilling in",[11,436,437,438,441],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[15,439,440],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[20,443,445],{"id":444},"exporting","Exporting",[11,447,448,449,451],{},"The ",[15,450,17],{}," menu on any report:",[68,453,454,464],{},[71,455,456],{},[74,457,458,461],{},[77,459,460],{},"Action",[77,462,463],{},"What happens",[84,465,466,475,488,497],{},[74,467,468,472],{},[89,469,470],{},[15,471,53],{},[89,473,474],{},"Downloads immediately in the browser",[74,476,477,481],{},[89,478,479],{},[15,480,57],{},[89,482,483,484],{},"Generates an ",[485,486,487],"code",{},".xlsx",[74,489,490,494],{},[89,491,492],{},[15,493,61],{},[89,495,496],{},"Generates a formatted PDF",[74,498,499,504],{},[89,500,501],{},[15,502,503],{},"Add to favourites",[89,505,506],{},"Pins it under the Favourites filter",[20,508,510],{"id":509},"build-your-own","Build your own",[11,512,513,516],{},[15,514,515],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[20,518,520],{"id":519},"what-you-can-see","What you can see",[11,522,523],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[135,525,526],{},[11,527,528],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[20,530,532],{"id":531},"which-report-answers-what","Which report answers what",[68,534,535,545],{},[71,536,537],{},[74,538,539,542],{},[77,540,541],{},"Question",[77,543,544],{},"Where to look",[84,546,547,555,563,571,579,587,595,603],{},[74,548,549,552],{},[89,550,551],{},"How did today go?",[89,553,554],{},"Performance dashboard",[74,556,557,560],{},[89,558,559],{},"What did we take, and how?",[89,561,562],{},"Sales summary · Payment transactions",[74,564,565,568],{},[89,566,567],{},"Is the till right?",[89,569,570],{},"Cash drawer over\u002Fshort",[74,572,573,576],{},[89,574,575],{},"Who isn't turning up?",[89,577,578],{},"Cancellations & no-shows · Cancellation & no-show fees",[74,580,581,584],{},[89,582,583],{},"What do we owe?",[89,585,586],{},"Liabilities · Gift card liability · Deferred revenue",[74,588,589,592],{},[89,590,591],{},"Are clients coming back?",[89,593,594],{},"Retention · Rebook conversion · New vs returning",[74,596,597,600],{},[89,598,599],{},"What should we reorder?",[89,601,602],{},"Stock on hand · Reorder",[74,604,605,608],{},[89,606,607],{},"What do we owe the team?",[89,609,610],{},"Payroll & commission · Wages · Tips",{"title":172,"searchDepth":173,"depth":173,"links":612},[613,614,615,616,617,618,619,620,621,622,623],{"id":344,"depth":173,"text":345},{"id":364,"depth":173,"text":365},{"id":374,"depth":173,"text":375},{"id":384,"depth":173,"text":385},{"id":398,"depth":173,"text":399},{"id":426,"depth":173,"text":427},{"id":433,"depth":173,"text":434},{"id":444,"depth":173,"text":445},{"id":509,"depth":173,"text":510},{"id":519,"depth":173,"text":520},{"id":531,"depth":173,"text":532},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[629,630],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":333,"description":624},"help\u002Fgrowth\u002Ffind-and-read-a-report","2026-09-01","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",{"id":636,"title":637,"audience":6,"body":638,"category":187,"description":836,"draft":189,"extension":190,"icon":837,"keywords":838,"meta":844,"navigation":199,"order":845,"path":204,"related":846,"seo":847,"stem":848,"updatedAt":207,"__hash__":849},"help\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report.md","Build a custom report",{"type":8,"value":639,"toc":822},[640,650,657,661,727,731,782,791,793,797,805,809,812,816],[11,641,448,642,645,646,649],{},[15,643,644],{},"Report builder"," answers the questions the fixed reports don't: pick a date range and a ",[15,647,648],{},"Group by"," dimension, and it rolls your sales data up that way — with a table, totals, a chart, and the same CSV\u002FExcel\u002FPDF exports as every other report. Views you like can be saved, shared with the whole workspace, and duplicated.",[11,651,652,653,656],{},"It lives at ",[15,654,655],{},"Growth → Reports → Report builder"," and needs the same reports access as the rest of the suite.",[20,658,660],{"id":659},"how-do-i-build-a-custom-sales-report","How do I build a custom sales report?",[25,662,663,667,670,674,705,709,712,716],{},[28,664,666],{"id":665},"open-the-builder-and-set-the-range","Open the builder and set the range",[11,668,669],{},"The date-range picker works like every report — presets or a custom range.",[28,671,673],{"id":672},"pick-a-group-by-dimension","Pick a Group by dimension",[11,675,676,677,54,680,54,683,54,686,54,689,54,692,54,695,54,698,58,701,704],{},"One of: ",[15,678,679],{},"month",[15,681,682],{},"week",[15,684,685],{},"day",[15,687,688],{},"location",[15,690,691],{},"staff",[15,693,694],{},"service",[15,696,697],{},"category",[15,699,700],{},"kind",[15,702,703],{},"payment method",". The table re-rolls immediately.",[28,706,708],{"id":707},"read-the-result","Read the result",[11,710,711],{},"Columns adapt to the dimension — revenue with discounts, tax, and tips for sale-level groupings; item counts and quantity for item-level ones; payment counts and amounts when grouping by payment method. A totals row anchors the bottom, and a bar chart shows revenue by group.",[28,713,715],{"id":714},"save-it-as-a-view","Save it as a view",[11,717,718,719,722,723,726],{},"Type a name, optionally tick ",[15,720,721],{},"share with the workspace",", and click ",[15,724,725],{},"Save view",". The view appears as a pill you can re-apply in one click, and its URL is bookmarkable.",[20,728,730],{"id":729},"saved-views","Saved views",[68,732,733,742],{},[71,734,735],{},[74,736,737,739],{},[77,738,460],{},[77,740,741],{},"How",[84,743,744,752,760,771],{},[74,745,746,749],{},[89,747,748],{},"Apply",[89,750,751],{},"Click the view's pill — the builder loads its configuration",[74,753,754,757],{},[89,755,756],{},"Share",[89,758,759],{},"Tick the share option when saving; shared views show for everyone with reports access",[74,761,762,764],{},[89,763,126],{},[89,765,766,767,770],{},"With a view applied, ",[15,768,769],{},"Options → Duplicate"," copies it as your own starting point",[74,772,773,776],{},[89,774,775],{},"Delete",[89,777,448,778,781],{},[15,779,780],{},"✕"," on a pill — only on views you own",[129,783,784],{},[11,785,786,787,790],{},"Favorite the builder itself (",[15,788,789],{},"Options → Add to favorites",") or bookmark a view's URL — a saved view deep-links, so \"Revenue by staff, last 30 days\" can live on someone's browser toolbar.",[20,792,143],{"id":142},[28,794,796],{"id":795},"can-i-combine-two-dimensions-like-staff-by-month","Can I combine two dimensions, like staff by month?",[11,798,799,800,804],{},"Not in one table — the builder groups by a single dimension. Run it grouped by staff for the month you care about, or export the ",[159,801,803],{"href":802},"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question","Sales list"," and pivot in a spreadsheet.",[28,806,808],{"id":807},"whose-data-does-a-shared-view-show","Whose data does a shared view show?",[11,810,811],{},"The configuration is shared, not a snapshot — everyone who applies it sees live data through their own location scope and permissions.",[28,813,815],{"id":814},"what-data-source-does-it-use","What data source does it use?",[11,817,818,819,163],{},"Sales (completed carts). For payments, appointments, or stock questions, use the dedicated report for that domain — see ",[159,820,821],{"href":802},"Which report answers my question?",{"title":172,"searchDepth":173,"depth":173,"links":823},[824,830,831],{"id":659,"depth":173,"text":660,"children":825},[826,827,828,829],{"id":665,"depth":178,"text":666},{"id":672,"depth":178,"text":673},{"id":707,"depth":178,"text":708},{"id":714,"depth":178,"text":715},{"id":729,"depth":173,"text":730},{"id":142,"depth":173,"text":143,"children":832},[833,834,835],{"id":795,"depth":178,"text":796},{"id":807,"depth":178,"text":808},{"id":814,"depth":178,"text":815},"Group your sales data by month, staff, service, location and more in the report builder, then save and share the view with your team.","i-lucide-table-2",[839,840,841,842,843],"custom report builder","group sales by staff","saved report views","report by service category","share report with team",{},18,[203,201,802],{"title":637,"description":836},"help\u002Fgrowth\u002Fbuild-a-custom-report","qA8xtz3qlzqeyttvLbOGPlmtO4gc0IfO1lkGdC0eP5c",{"id":851,"title":162,"audience":6,"body":852,"category":276,"description":1044,"draft":189,"extension":190,"icon":1045,"keywords":1046,"meta":1053,"navigation":199,"order":1054,"path":161,"related":1055,"seo":1057,"stem":1058,"updatedAt":207,"__hash__":1059},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md",{"type":8,"value":853,"toc":1030},[854,865,868,872,919,923,977,988,995,1004,1006,1010,1016,1020,1023,1027],[11,855,856,857,860,861,864],{},"Owneli doesn't run payroll — it prepares it. From the ",[15,858,859],{},"Payroll & commission"," report, ",[15,862,863],{},"Send to accountant"," emails a formatted PDF plus a CSV of the pay period: clocked hours, wage estimates, tips split card vs cash, and commission, one row per employee. Your accountant applies overtime rules and tax withholding from there.",[11,866,867],{},"Admin or owner access is required.",[20,869,871],{"id":870},"how-do-i-send-payroll-to-my-accountant","How do I send payroll to my accountant?",[25,873,874,878,889,893,899,903,906,910],{},[28,875,877],{"id":876},"approve-the-periods-timesheets-first","Approve the period's timesheets first",[11,879,880,881,884,885,163],{},"The report is built from timesheet records. Approve the weeks in ",[15,882,883],{},"Timesheets"," so the hours are authoritative, not provisional — see ",[159,886,888],{"href":887},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets, and time off",[28,890,892],{"id":891},"open-the-report","Open the report",[11,894,895,898],{},[15,896,897],{},"Growth → Reports → Payroll & commission",", and set the date range to your pay period.",[28,900,902],{"id":901},"click-send-to-accountant","Click Send to accountant",[11,904,905],{},"Enter the recipient email addresses (up to 10) and an optional note. Recipients you enter are remembered as the default for next time.",[28,907,909],{"id":908},"send","Send",[11,911,912,913,915,916,918],{},"Each recipient gets an email with two attachments: a formatted ",[15,914,113],{}," summary and the same breakdown as a ",[15,917,93],{}," for import into payroll software.",[20,920,922],{"id":921},"whats-in-the-file","What's in the file",[68,924,925,935],{},[71,926,927],{},[74,928,929,932],{},[77,930,931],{},"Column",[77,933,934],{},"Meaning",[84,936,937,947,957,967],{},[74,938,939,944],{},[89,940,941],{},[15,942,943],{},"Hours worked",[89,945,946],{},"Clocked timesheet hours for the period",[74,948,949,954],{},[89,950,951],{},[15,952,953],{},"Hourly rate \u002F Wages",[89,955,956],{},"Rate × hours; \"not set\" if the member has no rate",[74,958,959,964],{},[89,960,961],{},[15,962,963],{},"Tips — card \u002F cash \u002F total",[89,965,966],{},"Tips split by how they were received",[74,968,969,974],{},[89,970,971],{},[15,972,973],{},"Total payable (excl. tax)",[89,975,976],{},"Wages + tips + commission earned in the period",[11,978,979,980,983,984,987],{},"When your compensation settings fold them in, the file also carries a ",[15,981,982],{},"minimum-wage true-up"," column and a ",[15,985,986],{},"deferred-commission overtime premium"," column; otherwise those live on a separate compliance worksheet and are deliberately left out of these totals.",[11,989,990,991,994],{},"A ",[15,992,993],{},"House tip pool (unassigned)"," row appears below the total when tip-outs weren't attributed to a named employee — it isn't payable to anyone by name, but it must reach the accountant so redirected tip money doesn't exit payroll.",[135,996,997],{},[11,998,999,1000,1003],{},"The report is ",[15,1001,1002],{},"raw inputs only",". Overtime premiums, statutory holiday pay, and every tax withholding are your accountant's job to apply — the totals here are pre-tax and pre-adjustment by design.",[20,1005,143],{"id":142},[28,1007,1009],{"id":1008},"why-are-someones-hours-missing-or-low","Why are someone's hours missing or low?",[11,1011,1012,1013,1015],{},"Only timesheet records in the range count. Look for missed punches in ",[15,1014,883],{}," — a manager can add a manual entry — and make sure the week was approved.",[28,1017,1019],{"id":1018},"can-i-send-it-for-one-location-only","Can I send it for one location only?",[11,1021,1022],{},"Yes — the report respects the active location filter, and the send uses the same scope you're viewing.",[28,1024,1026],{"id":1025},"where-do-the-tip-numbers-come-from","Where do the tip numbers come from?",[11,1028,1029],{},"From recorded sales in the period, split by tender. Cash tips only appear if they were rung through the POS.",{"title":172,"searchDepth":173,"depth":173,"links":1031},[1032,1038,1039],{"id":870,"depth":173,"text":871,"children":1033},[1034,1035,1036,1037],{"id":876,"depth":178,"text":877},{"id":891,"depth":178,"text":892},{"id":901,"depth":178,"text":902},{"id":908,"depth":178,"text":909},{"id":921,"depth":173,"text":922},{"id":142,"depth":173,"text":143,"children":1040},[1041,1042,1043],{"id":1008,"depth":178,"text":1009},{"id":1018,"depth":178,"text":1019},{"id":1025,"depth":178,"text":1026},"Email a pay-period payroll summary — hours, tips split by card and cash, and commission — straight to your accountant as PDF and CSV.","i-lucide-banknote",[1047,1048,1049,1050,1051,1052],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},50,[887,1056,201],"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation",{"title":162,"description":1044},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","WGWz2DZTgHlZGAD1waJ0uOb4Huu8yfs_zraPSkowLAA",1790210903440]