How to Export Transaction Data

Client Diary can easily export your transaction data into a spreadsheet file.  This allows you to analyse the sales data any way you wish giving you complete freedom over how you view your data and allows your book keeper / accountant to analyse your sales data in any way they see fit.


How to Generate Export Tools Spreadsheet

  • Select the Reports menu 
  • Click on the Export Tools option
  • Choose the date range you want to be exported into the spreadsheet
  • Press the Export Data button

How to View the Generated Spreadsheet

The file will be saved in your Downloads folder on your computer. 

NOTE:  You will need a spreadsheet application such as LibreOfficeGoogle Sheets or Microsoft Excel to view the file.