How do I export a report from Fresha as a CSV?

Log in at partners.fresha.com and open Reports. Pick the report you want (Payment transactions is the most detailed), set the date range to the period you're reconciling, then click Options and choose CSV. On the Fresha Partner app, open Reports, then All reports, tap the report, and use the three-dots menu in the top right to export. There's no bulk export, so you download each report separately.

Which Fresha report should I use to reconcile a payout?

Payment transactions. It lists every payment and refund as its own row with the transaction type, which is the detail you need to rebuild a payout. Sales summary is per sale item and leaves out tips, gift cards and voids, and Payments summary only gives totals by method. Payment transactions is the one that ties closest to what actually moved.

Why can't I see the export option in Fresha?

It's almost always a permissions issue. Exporting reports needs the Access reporting permission, called Access new reporting & insights on newer accounts. A team member without it won't see the export controls. The account owner can grant the permission under team settings, or run the export for you.

How to export your Fresha reports (PDF, CSV, XLSX)

Q: Why aren't Fresha's fees in the report I exported?

Because Fresha settles its fees inside its wallet before it pays you, and bills them separately. Card processing and the new-client marketplace commission generally aren't broken out in the Payment transactions, Sales summary or Payments summary reports. The fee side is the monthly Invoice Statement Fresha emails you. To reconcile a payout you need both: the exported report for sales and payments, and the invoice for the fees.

Fresha doesn't email you a transaction file, so to reconcile a payout you export it yourself. Here's where the export lives, which report to pick, and the one thing no Fresha report includes, on desktop and mobile.

Which report you want, and why

Fresha has a lot of reports, and the names don't tell you which one carries the numbers you need for bookkeeping. Three of them do the job. Start with the one that answers your question:

The three reports worth exporting

Report	What it holds
Payment transactions	Every payment and refund, one row each, with the transaction type. The fullest picture, and the one the decomposer reads best.
Sales summary	Totals per sale item. Useful for revenue, but it leaves out tips, gift cards, service charges and voids, so it won't tie to a payout on its own.
Payments summary	Payment totals grouped by method (card, cash, and so on). A quick cross-check, not a line-by-line record.

If you only export one, make it Payment transactions. It's the report with the detail behind a payout.

For the meaning of each line once you have it, see what your Fresha payout actually contains.

Export from a computer

This is the quickest path, and the one that gives you CSV or XLSX for a spreadsheet or your accountant.

1
Log in at partners.fresha.com and open Reports from the left menu.
2
Choose the report you want. For reconciliation, that's Payment transactions.
3
Set the date range to the period you're reconciling: a single payout window, or a full month.
4
Click Options in the top corner and pick your format: CSV, XLSX or PDF. Choose CSV or XLSX if you're going to work with the numbers.

The file downloads straight away. There's no bulk export, so if you need more than one report you export each on its own.

Export from your phone

The Fresha Partner app can export too, though the menu sits in a slightly different place:

1
Open Reports, then All reports.
2
Tap the report you want and set the date range.
3
Tap the ⋯ menu in the top right and choose CSV (or another format). The file exports through your phone's share sheet, so you can email it to yourself.

Formats, and who's allowed to export

Fresha reports come in three formats. PDF is for reading or sending as-is. CSV and XLSX are for working with the numbers, in a spreadsheet, a tool, or your bookkeeping software. If you plan to reconcile, take CSV.

If you don't see an export option at all, it's almost always permissions. Exporting reports needs the Access reporting permission (called Access new reporting & insights on newer accounts). Team members without it can't reach the export. If that's you, the account owner can grant it under team permissions, or export the file for you.

What none of these exports contain

Here's the catch, and it's the reason reconciling Fresha is fiddly. No single export carries your sales, Fresha's fees, and the payout amount together. The reports above are the sales-and-payments side. The fee side lives somewhere else.

Card processing fees and the new-client marketplace commission are generally not broken out in the Payment transactions, Sales summary or Payments summary reports. Fresha settles those inside its wallet before it pays you, and it bills them separately. The record of that is the monthly Invoice Statement Fresha emails you, which is the fee side written up as an invoice.

That gap is the whole reconciliation problem, and it's what the Fresha payout decomposer is built to close. Give it your Payment transactions CSV, add the fees from your invoice, and it rebuilds the gross-to-net picture and the balanced journal entry, so you can see where the money went and post it in one go.

Once you have the file

Exporting is step one. The next step is getting the payout into your books as one balanced entry, which is a per-payout routine rather than a one-off. The walkthroughs cover both platforms: reconcile Fresha payouts in QuickBooks Online and reconcile Fresha payouts in Xero. If your accounts aren't set up for it yet, start from a salon chart of accounts built for how salon money moves.

Sources, so you can check any step against Fresha's own documentation:

Fresha help center — Export reports, for the export steps and formats.
Fresha help center — Payment transactions report, for what that report contains.

Fresha changes its interface from time to time, so a button may sit a little differently than described here. This is guidance, not affiliation. If a step has moved, the Reports area is still where every export starts.