Export to Excel

There are two kinds of export in the app.

In the browser (instant)

The Users list exports on your machine: press Export to Excel and the file downloads right away, with one row per code. No waiting, no notification.

On the server (asynchronous)

Movements reports and Available credit are generated on the server:

1. Press Export Excel. The app confirms: Export in progress · We will let you know when it is ready. You can keep browsing.
2. Switch screens or carry on working.
3. When it finishes, the Export ready notification arrives and the file downloads.
4. If the server fails: Export error. Try again.

Rules:

• One export at a time per user: launching another shows An export is already running.
• The export honours exactly the filters on screen (dates, account, operation, device, types, ID number).
• The generated file is kept for a few days and then purged; the export itself is recorded in Audit.

Recommendations

• Narrow the date range: a wide one produces huge files and takes longer.
• If you need the same cut every month, note the filters you used (dates and account) so you can repeat it identically.
• To reconcile money, export Deliveries and Top-ups for the same period: the first spends, the second credits.