Export reports

There are a number of reports that you can export directly out of Green Check to support your reporting and analysis needs. These reports include:

  • Account Summary: Export a detailed summary of your accounts.
  • Daily Summaries: Export a summary of sales totals by day over a period of time.
  • Deposits: Export a detailed summary of every deposit over a period of time.
  • FinCEN CTR Summary: Export a detailed summary of every Currency Transaction Report over a period of time.
  • FinCEN SAR Summary: Export a detailed summary of every Suspicious Activity Report over a period of time.
  • Raw Sales Data: Export raw sales data as it was received from the POS or invoice tracking system over a period of time.
  • Sales Activity: Export a detailed summary of every sale over a period of time.

Export a report

  • In your Green Check account, navigate to the Reports page.
  • Select the report type from the Report Type section on the right hand side.
  • Enter the parameters for the report. These will vary by report type.
  • Click Export Report.

Download a report

Once you export a report, you have two ways to download the file as soon as it's ready:

  • From the notification created in your Green Check account
  • Using the link sent to you via email

Please Note: The download link will expire 1 hour after the report is generated