Export Now

The Export now function allows you to generate a report without scheduling recurring delivery.

The fields used to configure a report for quick export are the same as those available for scheduled reports:

Workspace

A group containing one or more stores. The selected workspace determines which data will be included in the generated report. To create a report covering all your workspaces, select “ALL STORES” from the list.

Type

• Transfers: select this report type to view the list of transfers associated with your transactions;
• Payments - Ecommerce: select this report type to view Ecommerce payments relating to one or more of your workspaces;
• Events: select this report type to view the list of events associated with payments.

Date

The criterion used to select the transfers, Ecommerce payments and events to be included in the report based on a specific reference date, such as the event date for Events reports.

Time range

The date range for which data will be extracted. Only data falling within the selected period will be included in the report. Three options are available:

1. Exact dates

This option allows you to select the time range directly from the calendar.

2. Quick options

Select this option to use a predefined time range:

• Previous day: includes data relating to the day before the report delivery date;
• Last 7 days: includes data relating to the seven days preceding the report delivery date;
• Last month: includes data relating to the month preceding the report delivery date.

3. Custom

This option allows you to create a custom time range.

• From: indicates how many days before the report date the range begins. For example, entering 15 includes all transactions from the previous 15 days.
• To: indicates how many days before the report date the range ends. For example, entering 4 includes transactions up to four days before the report date.

Filter

The filter previously configured in the Filters tab. A number of predefined filters are also available.

Template

In this section, you can define the report columns by selecting a predefined or custom template from those available in the Template tab.

Export

In this section, you can define the format in which the report will be delivered:

• Format: .xlsx, .csv or .txt, with the option to compress the file.

Once all fields have been completed, click “Send by email” to send the report to the desired email address. You can select one or more email addresses. If no address is specified, the report will be sent by default to the email address used to register for Fabrick Dashboard.