SpaSphere gives you two ways to get your data out: CSV exports for structured, tabular data you can import into spreadsheets and accounting software, and PDF exports for visual reports with charts. This guide covers every export option available so you always know where to go when your accountant, payroll provider, or business partner needs data.

Why This Matters for Your Spa

Locked-in data is the enemy of good business decisions. Your accountant needs clean transaction records. Your payroll service needs tip breakdowns. Your business partner wants a visual summary they can review in five minutes. SpaSphere makes all of this data accessible with a few clicks, eliminating the hours some spa owners spend manually compiling spreadsheets each month. Industry surveys show that beauty businesses with organized export workflows save 6-12 hours per month on administrative tasks -- time that can be reinvested into client care or marketing.

Export Options Overview

What You Need	Where to Go	Format	Contains
Revenue, payments, tax, tips	Reports > Operational > Financial	CSV	Structured rows with all transactions
Appointments history	Reports > Operational > Appointments	CSV	Booking details, status, client, service
Client list with LTV	Reports > Operational > Clients	CSV	Contact info, lifetime value, visit count
Service performance	Reports > Operational > Services	CSV	Bookings, revenue, avg price, revenue/hour
Product sales	Reports > Operational > Financial > Products Revenue	CSV	Quantity, revenue, cost, profit margin
Package data	Reports > Operational > Packages	CSV	Sales, enrollments, usage stats
Inventory snapshot	Reports > Operational > Inventory	CSV	Stock levels, reorder points, values
Intelligent report insights	Reports > Intelligent > (any report)	CSV	Insight details, actions, impact values
Visual analytics with charts	Analytics > (any tab)	PDF	Charts, metrics, formatted A4 pages

Exporting CSV from Operational Reports

Navigate to the report you need

Go to Reports in the sidebar. On the Operational Reports tab, expand the appropriate group (Financial, Appointments, Clients, Services, Packages, or Inventory) and locate the specific report.

A report row showing the report name, description, and a CSV download button on the right side — Every operational report row has a CSV download button ready to use.

Set your date range

Use the date picker at the top to define the period you want to export. Make sure the dates cover exactly the period your accountant or payroll provider needs. Click Apply to confirm.

Click the CSV button

Each report row has a CSV button on the right side. Click it to start the download immediately. The browser downloads a file named after the report type (e.g., revenue_report.csv, tips_report.csv, clients_report.csv).

Browser download notification showing a CSV file being saved — CSV files download instantly and are ready for import.

Open and verify the CSV

Open the file in Excel, Google Sheets, or your accounting software. The CSV includes:

All rows -- The full dataset, not just the 50 rows shown in the browser table
Formatted headers -- Column names match what you see in SpaSphere (e.g., services_revenue, net_revenue, tip_amount)
Consistent formatting -- Money values are in dollars (as numbers), dates are in ISO format, and percentages are decimal values

Spot-check a few values against the summary cards in SpaSphere to confirm everything matches.

Create a monthly export routine

At the end of each month, export these four CSVs: Revenue Summary, Payments & Refunds, Tips Report, and Tax Collected. Save them in a shared folder organized by month (e.g., 2026-02/). This 5-minute routine gives your accountant everything they need for monthly bookkeeping and means you are always prepared for tax season. Over a year, this habit can save $1,000-$2,000 in accounting fees by delivering clean data that requires no cleanup.

Exporting CSV from Intelligent Reports

Intelligent reports also support CSV export. The process is slightly different because you are exporting insight data rather than transaction data.

Open an intelligent report

Go to Reports > Intelligent Reports and click a report card (e.g., Revenue at Risk, Staff Performance).

Click Export CSV

In the actions bar above the insight cards, click the Export CSV button. The downloaded file includes the report type, insight details, recommended actions, impact estimates, and confidence levels. This is useful for sharing recommendations with a business partner or documenting the decisions you have made based on SpaSphere's analysis.

Exporting PDF from Analytics

For visual reports with charts, use the analytics PDF export.

Go to Analytics and select a tab

Open Analytics from the sidebar. Choose the tab that contains the data you want to share -- Performance, Breakdown, Orders & Sales, Clients, or Predictions.

Set the time range

Use the time filter dropdown to select Last 7, 14, 30, or 90 days.

Click Export PDF

Click the purple Export PDF button in the top-right corner, next to the time filter. SpaSphere captures the entire active tab -- all charts, cards, and metrics -- and generates a multi-page A4 PDF. The file downloads with a descriptive name like SpaSphere-Analytics-High-Level-Performance-2026-02-21.pdf.

The PDF export:

Renders all charts at 1.5x resolution for clarity
Uses a white background for clean printing
Excludes tooltip overlays and loading indicators
Spans multiple pages if the content is longer than one A4 page

Export PDF button in the analytics toolbar and a preview of a downloaded PDF showing charts — PDF exports are print-ready and include all visible charts on the active tab.

Wait for charts to load before exporting

Make sure all charts on the tab have finished loading before clicking Export PDF. If you see skeleton loaders or spinning indicators, wait a moment for the data to render. SpaSphere automatically excludes loading states from the capture, but partially loaded charts may appear blank in the PDF. A fully loaded tab produces the best results.

Common Export Scenarios

Monthly Bookkeeping

Export Revenue Summary and Payments & Refunds CSVs for the previous month. Send both files to your accountant. The revenue summary provides the daily aggregates they need for journal entries, while the payments report provides transaction-level detail for reconciliation.

Payroll Processing

Export the Tips Report CSV for your pay period. This gives you total tips per staff member with payment method breakdown. Import it into your payroll system or share it with your payroll provider directly.

Tax Preparation

Export the Tax Collected via Stripe CSV for the quarter or year. This report separates taxable services revenue from taxable products revenue and shows total tax collected and the effective tax rate. Your accountant uses this for sales tax filing.

Client Outreach

Export the Client List CSV to get a complete list of your clients with email addresses, phone numbers, total spend, visit counts, and lifetime value. This data feeds your email marketing campaigns and helps you segment clients by value tier.

Investor or Partner Updates

Export a PDF from the Analytics Performance tab for a polished visual summary. Combine it with the Predictions tab PDF to show projected revenue and business trends. The branded format with charts is more compelling than raw spreadsheets for business reviews and investor meetings.

How to Export Spa Business Data from SpaSphere