Cloud
How to Export Sales Reports
How to export sales reports from the Mashgin Cloud dashboard by location or group, with options to export as email, PDF, or CSV.
📋 Overview
Use Cloud's Dashboard to filter sales data by location or group, set a date range, and export in multiple formats. This covers both location-level and group-level report exports with options to export as email, PDF, or CSV.
🔢 Steps
Step 1. Navigate to Cloud
Go to cloud.mashgin.com and log in.
Step 2. Select Locations or Groups
Click Locations or Groups, depending on which report you need to export.
Step 3. Search for Your Location or Group
Enter the Location ID or Group ID in the search bar and select the appropriate result. After selecting your location or group, it will automatically populate the desired Dashboard.
Step 4. Set the Date Range and Click Export
Use the Date Selector to choose your date range, then click the Export button in the top right.
Tip: Double-click the date to select just that day.
Step 5. Choose an Export Format
Select from the following export options:
- Send as Email — sends a PDF and CSV of the report to the currently logged-in user's email
- Download Report (PDF) — exports all dashboard content as a PDF
- Download Report (CSV) — same as the PDF report but in CSV format
- Download Item Sales Summary (CSV) — a breakdown of all items sold within the selected date range
- Summary CSV — A breakdown of what you’re currently viewing on the Dashboard
Large groups: Depending on the size of your group, data aggregation may take longer. If the group is too large, direct downloading may not be possible — contact support in that case.
Need help? Contact support at 📧 help@mashgin.com or call (855) 475-0889