Reports & Reporting

Choose the report for the question you need to answer, then use CSV to work with its data or PDF for a readable copy.

Choose a report for your question

Question	Best Newie record
Did this one customer payment succeed?	Receipt from the paid invoice
What happened across one subscription or instalment plan?	Statement from that subscription or plan
What did I sell during this date range?	Sales report
Which customers are in my account?	All Customers report
What made up this bank deposit and its fees?	Individual payout report
What were my payouts across a period?	Payouts report
Do I need a quote or tax invoice with my own business fields?	Your accounting system

Do not use a Sales report to reconcile one bank deposit. Sales is before Newie fees and follows sales activity; Payouts follows money sent to the bank.

Open reports in Settings

Open Settings → Reporting → Reports on iOS, or Settings → Reports on macOS. The list depends on the data in your account.

Report	Use it for
Sales	Sales activity for a date range, before Newie fees.
All Customers	The full customer list for the account, including name, email, and total paid where available.
Subscribers	Customers and their subscriptions.
Instalment Plans	Customers and their instalment plans.
One-Off Purchases	Purchases with their date, customer, status and amount.
Payouts	Payout totals, fees, group summaries and transaction detail.

Open the report and choose the date range, filters and report type it offers. Check those selections before exporting as CSV or PDF; they determine which records the file contains.

Find exports outside Settings

App area	What you can export or download
Sales	Sales export from the `...` menu with Export Sales.
All Customers	Customer export.
Subscribers	Subscriber export and individual subscription statements.
Instalment Plans	Instalment plan export and individual instalment statements.
One-Offs	One-off purchase export and individual purchase records.
Payouts	Date-range payout reports from the Download Report action, plus individual payout downloads from a selected payout.
Services	Customer lists for one service through View & Export Customers where that action is shown.
Individual records	Receipts, statements, agreed terms, and downloads shown on that record.

If you organise services into groups, reports can include those groups alongside the relevant services or transactions. For example, grouping services by coach helps you identify that coach’s sales in an export. See Service Groups to set up that organisation. Newie does not send payout reports through Zapier, Xero, or QuickBooks. Export payout reports directly from Newie.

Know what the standard exports contain

Standard exports include these fields. Columns such as Group appear when available:

Export	Main fields
All Customers	Name, email, and Total Paid. Sign in with Apple private relay addresses are masked. Successfully refunded payments are excluded from Total Paid
Subscribers or Instalment Plans	Name, email, subscription or plan count, and the most recently renewed subscription or plan’s status, date and price
One-Off Purchases	Date, purchase name, optional Group, customer name, customer email, status, and amount
Subscription or Instalment statement	Invoice date, paid date where available, status, amount, and paid or unpaid totals
Individual payout	Date, customer, payment-method country where available, service, optional Group, transaction type, sale amount, fee, and amount paid out

The Subscribers list export’s Most Recently Renewed Date is a renewal date, not a full history of each subscription’s start and end dates. If you need a customer list with every start and end date, ask support for that specific export and state whether you need active subscriptions, expired subscriptions or both. A standard export may not contain the internal IDs your CRM or accounting software needs to match customers and payments. Confirm the columns before setting up that import. If something is missing, tell support what you are trying to reconcile or import. Include the date range, the records you need—such as customers, invoices, payments or refunds—and the required columns. Newie reports do not calculate your business’s tax obligations. Give the relevant receipt, statement, sales report, or payout report to your accountant. If your customer needs a tax invoice with your ABN, GST, VAT, purchase-order number, or other business fields, create that document in your accounting system. Last updated: 2026-09-11

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Reports & Reporting

Choose a report for your question

Open reports in Settings

Find exports outside Settings

Know what the standard exports contain

​Choose a report for your question

​Open reports in Settings

​Find exports outside Settings

​Know what the standard exports contain

​Share records with your accountant

Choose a report for your question

Open reports in Settings

Find exports outside Settings

Know what the standard exports contain

Share records with your accountant