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 in your computer. 

Next, you have to open your file trough 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