Download finance data as an Excel or CSV file for review outside iSpeax.

Prepare the finance view

1. Open Finances.
2. Set the date range you need.
3. Apply any filters for clients or students, payments, or session status that you want to use on the page.

Important: iSpeax does not show whether active filters limit the downloaded file. Treat each export as potentially containing all finance rows until you open it and check its contents.

Download an Excel file

1. Select Excel.
2. Open the downloaded .xlsx file in your approved spreadsheet application.
3. Check the date range and rows before using or sharing the file.

The visible columns in the Finances sheet include Date, Client, Service, Location, Duration, Amount, Currency, Status, Payment, and Paid Date. The file may contain additional columns.

Download a CSV file

1. Return to Finances.
2. Select CSV.
3. Open the downloaded file and check its rows and columns before using or sharing it.

Handle exported files safely

Warning: Finance exports can contain names, session details, and payment information. Store them in an approved location, limit access, and follow your organization's retention policy.

Do not send an unredacted export through an ordinary support request or include it in public documentation.