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
Open DollarBack admin → Analytics and switch to the Activity tab.
Click Export balances above the ledger. The Export store credit balances dialog opens.
Enter the destination in the Email address field; it can be any address, not just the store owner's.
Click Send report. A confirmation appears: "We'll send the report once it's ready."
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
The email never arrived: check spam and the address spelling; then see Emails aren't arriving.
A balance looks lower than expected: held (pending) credit isn't spendable balance; check the customer's rows in Activity: credit logs & scheduled rewards.
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