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Export balances & reports

This article's section starts partway into a longer walkthrough video.

When you're done, you'll have a CSV of every customer's store-credit balance in your inbox. It's the report you need for accounting, migration audits, or a pre-uninstall snapshot.

Send the export

  1. Open DollarBack admin β†’ Analytics and switch to the Activity tab.

  2. Click Export balances above the ledger. The Export store credit balances dialog opens.

  3. Enter the destination in the Email address field; it can be any address, not just the store owner's.

  4. Click Send report. A confirmation appears: "We'll send the report once it's ready."

  5. The export is generated in the background and emailed as a CSV attachment. Large customer bases take longer; the email arrives when generation finishes, not instantly.

What the export contains

The report is a full customer balance export: every customer with store credit, with their current balance and currency. It reflects live balances at the moment of generation: pending (held) credit that hasn't been released yet is not spendable balance.

When to use it

  • Reconciliation: your total outstanding credit is a liability; accountants will ask for this file. For a quick on-screen figure, the Overview tab's Outstanding liability section shows the estimated total and what's expiring soon.

  • Migration audits: after a bulk import (for example when migrating from another loyalty app), export and spot-check that balances landed as expected.

  • Before uninstalling: take a snapshot of balances first; see What happens when I uninstall?.

  • Sharing: the export goes to any email address, so you can send it straight to a bookkeeper or agency without giving them admin access.

Verify it works

Send a report to your own address and open the attachment. You should recognize your test customers and their balances. If the email doesn't arrive within a reasonable time, check spam, then confirm the address was typed correctly and send again.

Common issues

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