Exporting Reports

Kassly exports in two formats — CSV for spreadsheets, PDF for sending to somebody — and it can email a report to you on a schedule. The buttons are scattered across the reports, so this page collects them into one table.

Owners and Managers only, throughout.

Where the export buttons are

Report	Formats	Needs
Sales Summary	CSV, PDF	Business Reports
Top Products	CSV, PDF	Business Reports
Cashier Performance	CSV, PDF	Business Reports
Terminal Performance	CSV, PDF	Business Reports
Branch Comparison	CSV, PDF	Business Reports
Payment Method Mix	CSV	Business Reports
Inventory Summary	CSV	Business Reports
Profit & Loss	PDF	Business Reports
Customer Insights	PDF	Business Reports
Daily Sales Breakdown	CSV	Free
Sales history (the transactions list)	CSV free; PDF needs Business Reports
Audit log	CSV	Free
Z-Readings over a range	CSV	Cash Drawer & Expenses
Food Cost Analysis	CSV	Inventory Pro
BIR SLS, SLP, VAT declaration	CSV or JSON	Business Reports

Business Reports is ₱400 per branch each month; Inventory Pro likewise; and either arrives inside several bundles. See Plans and add-ons.

Reports with no export at all. People hunt for these, so it is worth saying they are not there: Peak Hours, Order Type Breakdown, Product Margins, Discount Impact, Monthly Comparison, Slow-Moving Stock, RFM Segmentation and Cohort Retention. For those, read the figures on screen or take the data from a report that does export.

On the Free plan the CSV button on a report page does not lock itself — it just fails. You get "Failed to export report. Please try again." Retrying will not help; the export endpoint is part of Business Reports. The free exports are the three marked above: Daily Sales Breakdown, the transactions CSV, and the audit log.

What is in a CSV

Every CSV is a plain download that opens in Excel, Numbers or Google Sheets. The files carry a UTF-8 marker where peso signs and Tagalog characters appear, so Excel reads them correctly without an import step.

Export	Columns
Sales Summary	A metric-and-value block (total sales, discount, tax, transactions, average), then a payment-method block, then one row per category with units, revenue, transactions — plus cost and gross profit for Owners and Managers
Top Products	Product, Quantity Sold, Revenue, Transactions
Cashier Performance	Cashier, Transactions, Total Sales, Avg Basket
Terminal Performance	Terminal, Branch, Status, Transactions, Total Sales, Avg Basket
Branch Comparison	Branch, Sales, Transactions, Avg Transaction, Stock Value
Inventory Summary	Total SKUs, Total Value, Low Stock, Out of Stock
Daily Sales Breakdown	Business Date, Transactions, Gross Sales, Discounts, Service Charge, VAT, Net Sales — plus a total row
Food Cost Analysis	Menu Item, SKU, Category, Selling Price, Cost / Serving, Food Cost %, Margin, Status

The Sales history CSV is the most detailed file Kassly produces and the one to use when you want raw data rather than a summary. It writes one row per line item, so a receipt with four items becomes four rows:

Receipt #, Date, Status, Customer, Cashier, Branch, Order Type, Category, Item, Variant, SKU, Qty, Unit Price, Item Discount, Item Tax, Line Total, Transaction Total, Payment Method, then a money column per tender — Cash, Card, GCash, Maya, Bank Transfer, Cheque, Credit — then Tendered and Change.

New columns are only ever added on the end, never inserted, so a spreadsheet or script that reads by column position keeps working after an update.

Removed lines are left out. Voided receipts are included, marked as voided in the Status column, so you can see them rather than wonder where they went.

What the export includes and excludes

Your filters travel with the export. The date range, branch, cashier, terminal, category, payment method, order type, hour range, day-of-week filter, your chosen Top N and your sort order are all carried into the file. Export what you are looking at and you get what you are looking at.

Comparisons never travel. A CSV or PDF contains the current period only. Prior-period figures, percentage changes and the "What drove the change?" movers are on-screen features. If you need a comparison in a spreadsheet, export both periods and put them side by side yourself.

No row limits on the CSVs, with two exceptions that come from the reports themselves rather than the export: Product Margins is capped at 50 products (and has no export anyway), and Goods Consumed lists at most 200 items. See Inventory reports.

PDF exports

Where a report offers PDF, you get A4 portrait carrying your store name, the report name, the period, and the time it was generated in Philippine time.

PDF is for handing to somebody — a lender, an accountant, a franchisor. It is laid out for reading, not for re-analysis. Use CSV if the numbers are going to be worked on.

The Sales history PDF differs from its CSV: items are grouped under their receipt rather than flattened one per row. That is the version to attach to an email; the CSV is the version to open in a spreadsheet.

Filenames

Export	Filename
Report CSV	sales-summary-export.csv, top-products-export.csv, and so on
Report PDF	sales-export.pdf, profit-and-loss-export.pdf, and so on
Daily Sales Breakdown	daily-sales-2026-09-01-to-2026-09-10.csv
Z-readings	z-readings-2026-09-01-to-2026-09-10.csv
Sales history	kassly-transactions-20260910-143022.csv (or .pdf)
Audit log	audit-trail-20260910-143022.csv
Food cost	food-cost-2026-09-10.csv
BIR SLS / SLP	sls-q3-2026.csv, slp-q3-2026.csv

Scheduled reports

Reports → Scheduled Reports, or the section at the bottom of the Reports hub. This emails a report to a list of addresses on a cadence, so you do not have to remember to look. It needs Business Reports, and it is Owner and Manager only.

Schedule a report asks for:

Field	Options
Name	Free text, up to 120 characters — for example Weekly Sales Digest
Report	Sales Summary, Top Products, Cashier Performance, Terminal Performance, Branch Comparison, Profit & Loss, or Customer Overview
Date range	Last week, Last month, or Last 30 days
Frequency	Daily, Weekly or Monthly
Time of day	Any time, on your store's clock
Day of week	Weekly only
Day of month	Monthly only, 1 to 28
Recipients	Up to 25 email addresses
Format	PDF. The selector is fixed, and reads "CSV scheduling coming soon"

Times run on your store's timezone, Philippine time by default. Kassly checks for due schedules every five minutes, so a send can land a few minutes after the time you set. Each row shows Last sent and the next send, or Not scheduled when it is paused.

The switch on each row pauses and resumes it. Send now fires one immediately, which is the right way to check the address list works before trusting a weekly schedule.

A schedule deactivates itself if the person who created it loses report access or leaves the store. This is on purpose — a departed manager should not keep receiving your sales figures — but it means nobody gets that report until somebody re-enables it. Check your schedules after a staff change.

Two limits worth knowing before you rely on it

Scheduled emails always arrive as a PDF. If you need a spreadsheet on a cadence, export the CSV by hand for now.

The date range you pick is not applied to the emailed report yet. Whatever you choose, the attachment covers the period that report defaults to: today for Sales Summary, Top Products, Cashier Performance, Terminal Performance and Customer Overview, and month-to-date for Branch Comparison and Profit & Loss. So a weekly Sales Summary schedule delivers a snapshot of the day it was sent, not the week before it. Until that is fixed, treat scheduling as "send me the current snapshot on this cadence" — which is genuinely useful for a daily 8am Profit & Loss, and misleading for anything else.

There is no archive of past sends inside Kassly. The emails in your inbox are the record.

Compliance exports

Three exports exist for filing rather than for management, and they are covered in their own sections:

• Summary List of Sales, Summary List of Purchases and the VAT declaration — quarterly for the lists, monthly or quarterly for the declaration, as CSV or JSON. See BIR compliance.
• Books of accounts — the journals, ledger and trial balance the BIR requires. Free on every plan. See Books of accounts.
• Audit log — free on every plan, because a computerised accounting system has to be able to produce its own activity trail. Exporting it is itself recorded in the log. See Audit logs.