Generating Payout Reports

Need a quick snapshot of your shop’s payouts? You can email yourself a CSV report for any period right from the Payouts tab.

Last updated 6 months ago

Prerequisites

  • You are logged in as the Owner role – only owners can send
    reports .

  • A valid date range has been selected in the date-range picker on the
    Payouts screen .

Step-by-step

  1. Open Dashboard › Payouts in the mobile app.

  2. Tap the date-range picker and choose a start and end date to set
    the report duration .

  3. Tap Send Report.

    • The button shows a spinner and is disabled while the file is being
      prepared - this usually takes just a few seconds.

  4. Wait for the toast “Report for the period DD/MM/YYYY–DD/MM/YYYY sent
    successfully. Please check your email.”     to confirm the file went
    out.

  5. Check your inbox. The CSV will be named
    balanceaccount_payout_report_period_DD_MM_YYYY-DD_MM_YYYY.csv —for
    example
    balanceaccount_payout_report_period_18_05_2025-18_06_2025.csv

What the report includes

The CSV contains every payout transaction that occurred within the
chosen date range, letting you reconcile amounts against your bank
statements (Each column mirrors the data shown in the Payouts list.)

Troubleshooting

  • No email arrives – look for the toast “Failed to send report.
    Please check your connection and try again.”     and retry once your
    internet connection is stable.

  • Send Report button greyed out – make sure you picked a date range;
    the button only activates with a valid period selected.

  • Spinner won’t disappear – the app prevents double-taps until the
    report is ready. If it hangs for more than a minute, force
    close and try again.

FAQ

Can staff request reports?
No. The option is hidden for non-owner roles .

How far back can I go?
There is no hard limit in the app; pick any start and end dates you
need.

How often can I run reports?
As often as you like. Each request creates a fresh CSV for the selected
period.

Is there an automatic schedule?
Not yet. For now, use the manual steps above whenever you need a
statement.

Go back to Dashboard any time to exit without sending a
report; your previously selected date range stays in place for next
time.