Exporting studio reports (PDF and CSV)

Step by step

1. 1

   Open the export

   Tap the download icon at the top of your Accounting tab, then choose PDF or CSV.

2. 2

   PDF - a sectioned report

   The PDF lays out your income and expenses in sections. Toggle what to include:

   • Commission Details — a per-session breakdown for each practitioner. Visiting guest artists who owe you a commission cut appear here alongside your residents.
   • Recurring Payment Details — a per-period breakdown for rental, flat rate, and training.
   • Expense Details — individual expense line items.
   • Client Names & Usernames — adds client names and their @usernames to the report (and Client + Client Username columns to the CSV). The username is how you find a client in the app's search, so it's handy if you ever need to reach them to settle something.
   • Settlement Payments — refund settlements paid to practitioners.

   The summary at the top leads with what you've actually received (money settled), with the billed total and anything still pending shown underneath. Each commission row shows Settled or Awaiting settlement rather than a manual paid/unpaid mark — its state is read from your Money Settlement page. Commission rows are also tagged Resident or Guest next to the practitioner's name, so you can tell visiting artists apart at a glance. Guest Fee Income (chair rent a visiting artist pays for their spot) is listed separately, by the rental period.

   If your period mixes currencies, the report shows the real net for each currency first; any combined total is clearly marked as an approximate conversion.

3. 3

   CSV - a flat table for software

   CSV exports one row per transaction — date, description, category, service, practitioner, role, amount, currency, status, and a reference (plus Client and Client Username columns when Client Names & Usernames is on). The service column shows the appointment type or service for income rows (e.g. New Tattoo, Touch-Up, or a piercer's service). The role column marks the practitioner as Resident or Guest (blank for studio expenses). Commission rows show their true settlement status (Settled / Awaiting settlement) rather than always reading "Pending". Each row stays in its own real currency, with no conversion — so it imports cleanly into QuickBooks, Xero, or Excel.

4. 4

   Generate and share

   Tap Generate to create and share the file. Both formats carry a disclaimer that the report is for organising your finances, not an official accounting document — use an accountant for tax filings.

Frequently asked questions

Which format should I use?

PDF for a readable report to keep or print; CSV when you want to import the numbers into accounting software.