How to export your Fresha reports (PDF, CSV, XLSX)
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 ships 56 reports, and the names don't tell you which one carries the numbers you need for bookkeeping. Three of them do the job, and one that sounds like it should doesn't. Start here:
| Report | What it holds |
|---|---|
| Finance summary | Sales, discounts, refunds, taxes, tips, gift cards and prepayments in one row. The only export that carries all of them, so it's the one to take. It defaults to the last six months, so set the date range. |
| Payment transactions | Every payment and refund, one row each. Good for tracing a single payment, but each amount blends the tip and the tax into the sale, so you can't split them back out. |
| Sales summary | Sales totals by item type. Leaves out tips and gift card sales, so it can't reach your payout on its own. |
| Payments summary | Totals by payment method, and nothing else. No sales, no tax, no tips. Useful for a quick cross-check; useless for reconciling. |
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 Finance summary, under the Finance category.
- 3
Set the date range to the period you're reconciling: a single payout window, or a full month. Finance summary opens on the last six months, one row each, so this step matters.
- 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
No single export carries your sales, Fresha's fees, and the payout amount together, which is why reconciling Fresha is fiddly. The reports above are the sales-and-payments side. The fee side lives somewhere else.
None of these reports break out card processing fees or the new-client marketplace commission. 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 closing it is what the tool is built for: see exactly what Fresha's fees took from your Finance summary 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.