How to Export Data from Reports and Open in Excel

Select your Report in Back Office, in the “Reports” section. For example, view “Sales by category.”

sales by category


After selection of the required period, press the “Export” button.

export button


And enter your filename. Loyverse POS can export data in the CSV spreadsheet. Now you have the file saved on your computer. 

Next, you have to open your file through Microsoft Excel.

Microsoft Excel


In Microsoft Exel, select ‘Data - New Query… - From CSV’.

Data New Query


Select your CSV file and click ‘Import’.

select CSV

 

You will see a ‘Query Editor’ window with table.

query editor


Click ‘Close & Load’.

close and load

 

As a result, you have opened the table with the exported sales report by category.

opened table

 

See also: How to Open CSV File in Google Sheets