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.
  • User Reports: Export a report of the users in your organization or the users of your CRB accounts.

Export a report

  • In your Green Check account, navigate to the Reports page.
  • Click Create Export in the box of the report in which you wish to export.
  • Select the desired Account(s) and/or Users in the pop up.
  • 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