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Creating a CSV (Excel) File

There are over 60 reports in the Point of Sale that will display information on your club's sales, inventory and customer activity. All reports open as a pdf document but many also have the option to be saved as a CSV (Excel) document. 

To save a report as a csv document:

  1. Click Admin

  2. Click Reports

  3. Select the Report you would like to run and click Ok. 

  4. Set the date range.

  5. Select the Registers you would like to be included on the report. 

  6. Select the Logs you would like included. 

  7. Check the box beside Open CSV File

  8. Click Ok 

 

Retrieving a CSV File from File Explorer

 

  • My Computer ⇒ Local Disk (C:) ⇒ Program Files ⇒ Tee-On ⇒ Point of Sale ⇒ csvreports

  • Double click on the report to open it in Excel.

Note: Many reports are set to automatically save a csv file on your computer. If you do not see an option when running the report to create a csv, try checking the csvreports file on the C Drive of your computer to see if it was automatically generated.