Overview:
Pebl’s web dashboard lets you view, filter, and export transaction and payout data across all your locations — ideal for bookkeeping or recon.
Step-by-Step Instructions:
Open the Pebl web-app and go to the Activity screen.
Tap See all (top right of the transaction list).
Filter by date range if needed.
Tap Export at the bottom of the screen.
Choose CSV or PDF format.
To export by payout (recommended):
On the Activity screen, scroll to the Payouts section.
Tap the payout you want to review.
Tap Export and select CSV or PDF.
For multi-location accounts:
Tap Settings > Switch company.
Choose the location you want to view/export from.
Then follow the steps above.
FAQs and Troubleshooting Tips:
What’s the difference between exporting by payout vs all transactions?
Payout exports show what’s been settled to your bank. “All transactions” shows the full payment history.
If you're holding a 1-day event, then exporting your payout for that day may be easier than filtering down transactions.
Can I export from each branch separately?
Yes — just switch locations via Settings before exporting.