This chapter explains how data exports work in Dotypos Cloud. You can export various cash register data (products, categories, customers...) and data reports (sales, issued receipts, stock movements...). Depending on the data you want to export, Excel, .csv or .pdf format is supported and the export is either instant or in the background.
Buttons for exporting data are available in the header of the page. For original reports only, they can be found directly next to each report.
Instant generation
Reports Sales, Issued receipts and data reports are generated instantly, i.e. after clicking the export button to the selected format. It is therefore necessary to wait for the download of the generated file or the display of a dialog to save the downloaded file. The file can also be automatically downloaded to the Downloads folder or other folders according to your browser settings.
Background generation
Other sales reports and older reports are generated in the background. This means you no longer have to wait until the data is generated. You will be notified about the generated overview by a message in the browser. All generated reports and overviews can be found at Original reports » Export history, from where you can download them anytime.
You can also move to the page with the generated overviews by clicking on the icon 
in the Dotypos Cloud settings. Once there are any generated data available, this icon will flash in green.
Use the button Download 
to download the selected data, and with the Remove 
button you can delete the selected export. To delete all previously exported data and reports, use the button Remove all 
.
How do I generate data?
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Now the desired overview or report will be generated in the background. Once data are ready to be downloaded in Original reports » Export history, an information note appears in the top right corner. Click on this communication to download the desired file directly. |
