Export a report
Prepare and review a report export from an authorized report workspace.
Reports → Select report
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
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.
How location affects this task
The selected organization and salon location determine the records, settings, business date, and permissions used by this workflow. Confirm both before saving.
The export a report workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Export formats and scope can vary by report definition, role, plan, and location.
- 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.