Overview:
The Pebl mobile app lets you view all payments, filter by date, and export transactions or payout reports as CSV or PDF files.
Step-by-Step Instructions:
Open the Pebl 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 for events):
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.
Can I export from each location or event separately?
Yes — just switch locations via Settings before exporting.