Salon Manager reporting guide

How to Export Reports in Salon Manager

Export report data as Excel or CSV files after choosing the right date range and filters.

Video walkthrough: exporting reports in Salon Manager Reports.

Quick answer

Export a report as Excel or CSV

Open the required report, choose the date range and any filters, then click Export to Excel or Export to CSV. The exported file will be saved to your downloads folder.

Before you start

Have these details ready

Access to Salon Manager

Permission to view reports

The report you want to export

The required date range and report filters decided

Step-by-step instructions

How to export a report

Follow these steps to prepare the report and export it in the file format you need.

1
Open Salon Manager
Sign in and open the main Salon Manager application.

2
Open Reports
Go to the Reports section.

3
Open the report
Open the report you want to export.

4
Set the dates
Select the required Start Date and End Date.

5
Apply filters
Apply any report filters you need.

6
Review the report
Make sure it contains the information you want to export.

7
Export the file
At the bottom left of the report, click Export to Excel or Export to CSV.

8
Wait for the file
Wait while Salon Manager generates the file.

9
Find the download
The exported report will appear in your downloads folder and in your browser’s download list.

Useful tips

Choose the right export format

Check the report filters before exporting to avoid exporting unnecessary information.

Choose Excel if you plan to edit or analyse the data.

Choose CSV if you need to import the data into another system.

Review the exported file after downloading to confirm it contains the expected information.

Troubleshooting

Common issues and what to check

The export buttons are not visible

Make sure you have opened a report and have permission to export report data.

The exported report is missing information

Check the selected date range and any filters, then export the report again.

I cannot find the exported file

Check your browser’s downloads list or open your computer’s Downloads folder.

The report did not export

Try exporting again after confirming the report has finished loading and your filters are correct.

Frequently asked questions

Report export questions

Can I export reports from Salon Manager?

Yes. Reports can be exported as either Excel or CSV files.

Where are the export options?

The Export to Excel and Export to CSV buttons are located at the bottom left of the report.

Where is the exported file saved?

The exported file is saved to your computer’s Downloads folder and appears in your browser’s download list.

Should I choose Excel or CSV?

Choose Excel if you want to edit or analyse the report. Choose CSV if you need a simple file format for importing into another application.

Can I export a filtered report?

Yes. Any date ranges and filters you apply before exporting will be included in the exported file.

How to Export Reports in Salon Manager

Export a report as Excel or CSV

Have these details ready

How to export a report

Choose the right export format

Common issues and what to check

Report export questions

Download this guide as a PDF

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