Filter And Manage
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Video walkthrough: exporting reports in Salon Manager Reports.
Quick answer
Export a report as Excel or CSV
Open the required report, choose the date range and any filters, then click Export to Excel or Export to CSV. The exported file will be saved to your downloads folder.
Before you start
Have these details ready
Access to Salon Manager
Permission to view reports
The report you want to export
The required date range and report filters decided
Step-by-step instructions
How to export a report
Follow these steps to prepare the report and export it in the file format you need.
Open Salon Manager
Sign in and open the main Salon Manager application.
Open Reports
Go to the Reports section.
Open the report
Open the report you want to export.
Set the dates
Select the required Start Date and End Date.
Apply filters
Apply any report filters you need.
Review the report
Make sure it contains the information you want to export.
Export the file
At the bottom left of the report, click Export to Excel or Export to CSV.
Wait for the file
Wait while Salon Manager generates the file.
Find the download
The exported report will appear in your downloads folder and in your browser’s download list.
Useful tips
Choose the right export format
Check the report filters before exporting to avoid exporting unnecessary information.
Choose Excel if you plan to edit or analyse the data.
Choose CSV if you need to import the data into another system.
Review the exported file after downloading to confirm it contains the expected information.
Troubleshooting
Common issues and what to check
Frequently asked questions
Report export questions
Can I export reports from Salon Manager?
Yes. Reports can be exported as either Excel or CSV files.
Where are the export options?
The Export to Excel and Export to CSV buttons are located at the bottom left of the report.
Where is the exported file saved?
The exported file is saved to your computer’s Downloads folder and appears in your browser’s download list.
Should I choose Excel or CSV?
Choose Excel if you want to edit or analyse the report. Choose CSV if you need a simple file format for importing into another application.
Can I export a filtered report?
Yes. Any date ranges and filters you apply before exporting will be included in the exported file.
Offline reference
Download this guide as a PDF
Keep a printable copy for offline reference.
Last reviewed: 05 August 2026.
