Export a report
Prepare and review an available report export during controlled rollout.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- Confirmation that the preview capability is visibly enabled in your workspace.
- An approved test or fallback process in case preview behavior changes or is unavailable.
How to do it
- 1
Open Reports and select the correct salon, location, and date range.
- 2
Review active filters and the report definition.
- 3
If Export is enabled for your workspace, choose the available format.
- 4
Store the file in an approved business location with appropriate access.
- 5
Compare important totals with source transactions before relying on the export.
The preview workflow is completed only in an enabled workspace, its result is checked against the source record, and a fallback remains available.
- Export availability and formats can vary during preview.
- Exports can contain sensitive business and client information; do not send them through unapproved channels.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.