> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports & Reporting

> Find reports in Settings and the other app areas where exports are available.

## When to Use Reports

Reports give account-level exports for payments, payouts, sales activity, customers, and reconciliation. Use them when a screen or individual record is not enough and you need a downloadable account record.

## Reports in Settings

| Report                | Use it for                                                                                     |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Sales**             | Sales activity for a date range. This is useful for reviewing what was sold before Newie fees. |
| **All Customers**     | The full customer list for the account, including name, email, and total paid where available. |
| **Subscribers**       | Subscription customers and subscriber records.                                                 |
| **Instalment Plans**  | Instalment plan customers and plan records.                                                    |
| **One-Off Purchases** | One-off purchase records.                                                                      |
| **Payouts**           | Payout totals, payout fees, group summaries, transaction detail, and accounting records.       |

Open the report, choose the date range, filters, report type, and export format Newie shows for that report.

Choose **CSV** when you want to work with the data in a spreadsheet or accounting tool. Choose **PDF** when you want a readable copy to share or keep on file.

## Reports From Other App Areas

Some exports are also available from the part of the app they relate to.

| 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.                                                 |

## Which Report to Use

| Need                                                  | Use                                                        |
| ----------------------------------------------------- | ---------------------------------------------------------- |
| Tax, accounting, fees, or bank-deposit reconciliation | **Payouts** report                                         |
| Sales activity for a date range                       | **Sales** report                                           |
| Full customer email list                              | **All Customers** report                                   |
| Subscription customers only                           | **Subscribers** report                                     |
| Instalment plan customers only                        | **Instalment Plans** report                                |
| One-off purchase records                              | **One-Off Purchases** report                               |
| One bank deposit                                      | Open **Payouts**, select the payout, then use **Download** |

**Sales** shows activity before Newie fees. **Payouts** matches money paid out to your bank account and is usually the better starting point for accounting.

Groups can appear in reports when the exported rows include grouped services or transactions. Use Groups for team members, locations, or service lines.

Newie does not calculate, collect, or remit GST, VAT, sales tax, income tax, or other taxes for you. Use Newie reports as source records for your own accounting process.

Newie does not send payout reports through Zapier, Xero, or QuickBooks. Export payout reports directly from Newie.

*Last updated: 2026-06-29*