> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/analytics-data-and-account/export-balances-and-reports.md).

# Export balances & reports

{% embed url="<https://dollarlabs.neetorecord.com/watch/a8a99e641a628900479e>" %}

*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 → 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](/dollarback-store-credit/analytics-data-and-account/understand-your-analytics.md) shows the estimated total and what's expiring soon.
* **Migration audits**: after a [bulk import](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md) (for example when [migrating from another loyalty app](/dollarback-store-credit/getting-started/migrating-from-another-loyalty-app.md)), export and spot-check that balances landed as expected.
* **Before uninstalling**: take a snapshot of balances first; see [What happens when I uninstall?](/dollarback-store-credit/troubleshooting-and-faq/what-happens-when-i-uninstall.md).
* **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

* The email never arrived: check spam and the address spelling; then see [Emails aren't arriving](/dollarback-store-credit/troubleshooting-and-faq/emails-arent-arriving.md).
* A balance looks lower than expected: held (pending) credit isn't spendable balance; check the customer's rows in [Activity: credit logs & scheduled rewards](/dollarback-store-credit/analytics-data-and-account/credit-logs-and-scheduled-rewards.md).

## Related articles

* [Understand your analytics](/dollarback-store-credit/analytics-data-and-account/understand-your-analytics.md)
* [Bulk import credit (CSV)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)
* [Migrating from another loyalty app](/dollarback-store-credit/getting-started/migrating-from-another-loyalty-app.md)
* [What happens when I uninstall?](/dollarback-store-credit/troubleshooting-and-faq/what-happens-when-i-uninstall.md)