Export your data to CSV
Which screens have an Export CSV button, what each file contains, and what Verimly does not export (PDF reports, direct accounting connections, the activity log).
On this page
Verimly exports tables as CSV files that you open in Excel, Numbers or Google Sheets. There is no PDF export. Moneybird can be connected and then receives your takings by itself. For other bookkeeping software, export the accounting journal or the figures you need and hand them to your accountant.
Before you start
- Each export follows the same permission as the screen it belongs to. If you can see a table, you can export it.
- An export contains what the screen shows for the period and filters you chose. Set the period, the location and the Order type first, then export.
- The file downloads straight to your computer. Nothing is emailed and nothing is stored in Verimly.
Exports from Reports
On Reports, the Sales, Products and Staff pages have an Export CSV button at the end of the filter bar. The Overview page has none. For how to choose the period and comparison, see Read your sales reports.
| Page | One row per | Columns |
|---|---|---|
| Sales | Hour, day, week or month (your Group by choice), plus a total row | Period, Orders, Guests, Gross sales, Comps, Discounts, Service charge, Refunds, Net sales, VAT, Tips, Gift cards sold, Total collected |
| Products | Product, or category when Categories is selected | Product (and Category), Sold, Gross sales, Comps, Net sales, Share, Avg. price. With recipe costs also Est. cost and Margin, and for products the Menu class. With a comparison on, the quantity sold in the comparison period. |
| Staff | Team member | Name, Orders, Guests, Net sales, Average order, Tips, Discounts, Comps, and the value of voided items |
Money columns have two decimals with a dot, and no currency symbol, so spreadsheets read them as numbers. Sales figures are without VAT, except the VAT and Total collected columns of the Sales file.
The file names tell you what is inside, for example sales_day_2026-10-01_2026-10-31.csv.
Exports from Payments
Use these to check card takings against the bank. See Match a payout to your sales.
- Payments › Export CSV exports the list of card payments you have filtered. The columns are Time, Amount, Tip, Channel, Card, Last 4, Status, Processing fee, Verimly fee, Net, Currency, Location, Order and Stripe ID. It exports up to 5,000 payments at a time, so narrow the filters for a long period.
- Payouts: open a payout and choose Export CSV. You get every movement inside that payout: Date, Type, Description, Amount, Processing fee, Verimly fee, Net, Currency and Stripe ID.
Monthly Fee statements are separate documents you download from Payments › Fee statements, see Fees on card payments.
Export the journal for your accountant
Reports › Journal has its own Export CSV button. It exports the daily journal with your ledger codes, one row per line, for this month, last month or a custom range of up to 366 days, for one location or all of them. It needs the VAT overview permission. See The accounting journal and your ledger codes.
Exports for staff and payroll
These need the Time clock feature, which is part of Pro.
- Timesheets › Export offers Payroll CSV (hours per person: regular, overtime, breaks) and Entries CSV (one row per entry, with the clock times).
- The time clock Reports screen exports an hours table: Staff, worked, regular and overtime hours, break minutes, late count and number of shifts.
- Tips has Export CSV for a tip pool, and the tip score screens have Export scores (CSV).
- The labour overview has Export CSV with planned and actual hours and cost, and labour percentage per day.
See Payroll hours for what the payroll file contains.
What cannot be exported
- PDF reports. There is no PDF version of any report.
- Direct accounting connections. Only Moneybird is connected, see Connect Moneybird. Verimly does not connect to Exact, Xero, DATEV or similar tools yet. Export the journal as CSV and import or hand it over.
- The VAT report. It has no export. Read the figures on screen, see Read the VAT report.
- The activity log. It has no export, see Check who changed what.
- A full export of your business. There is no single export of all your data.
Common questions
The file opens with everything in one column
Your spreadsheet expects a different separator. Import the file instead of double-clicking it, and choose the comma as the separator and UTF-8 as the encoding.
Accents look wrong
Open the file by importing it and choose UTF-8. The file is UTF-8 and starts with a byte order mark so most spreadsheets read it correctly.
Can I export last year in one go?
A report period can be at most 400 days. For longer, export in parts, for example one file per quarter.