Business Owner

Downloading Payout & Client Records

Open the analytics page and click Download Records on the Payouts by Professional heading. Filters default to a payroll run: the current month, everybody, unpaid only, with each currency listed separately.

Step by step

  1. Set the period — this month, last month, last 3 or 6 months, or a custom range.
  2. Narrow to one professional, or leave it on all so the run covers everybody.
  3. Choose the payment status: unpaid only for a payroll run, settled only to reconcile, or all.
  4. Pick a format and download.

Details

  • CSV (spreadsheet): one row per class with proper columns, so it sorts and pivots. Includes a per-professional summary and per-currency totals.
  • CSV (payroll statement): the grouped statement layout, with carried-forward balances, hours, and a deductions section.
  • PDF: a printable statement, one section per professional.
  • Client records are available as CSV or PDF from the same dialog, covering attendance and what each client's classes cost over the period.

Good to know

  • The filters apply to the downloads only. The trend charts on the page always cover six months, since a shorter range would flatten them.
  • A class that earned nothing still appears, with a note saying whether attendance was not recorded or no rate was configured — so nothing can quietly drop out of a payroll run.
  • For a plain list of everyone you work with, with no period, use Export CSV on the Clients tab instead.