Export Data from the Financial Overview Report

You can export the Financial Overview report data to another file format. It's important to understand that this type of export is not used to import data into an accounting interface, but is simply to give you another means to keep or view this report.


WARNING: For an accounting interface, export data from the Shift Detail report.

Follow these instructions to export Financial Overview report data:

  1. Log on to WashConnect.
  2. Select Financial > Register Reports > Financial Overview.

The Financial Overview tab appears.

  1. Make your selections and view the Financial Overview Report
  2. Click the Expand or Contract (-) button, until the necessary information appears.
  3. From the toolbar, click the Export button.
  4. From the list, select one of the following formats:
  • Excel
  • PDF
  • CSV (comma delimited)

The File Download dialog box appears.

  1. From the Financial Overview report toolbar, you can Save, Print, or Export the report.

    Print a Report
    Export a Report
    Report Toolbar

See Financial Overview for more information on how this report is unlike any other POS system report.



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