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The Export button sits at the top right of Analytics, next to the time period picker. It opens a small window called Export Analytics Report where you pick one format and tick the sections you want.
The top of the Analytics page with the time period picker and the Export button outlined

Export sits beside the time period picker (1). The period you have chosen is the period the file covers.

Every format is built inside your browser, so nothing is emailed to you and the file never leaves your device on its way to your downloads folder.

The three formats

The Export Analytics Report window showing PDF Report, CSV Data and Story PNG, with six section checkboxes

The export window on a points account: format on top, sections underneath.

  • PDF Report is the default. A cover page with your business name and a written summary, a contents list, then a page or two of charts and tables. This is the one to send to a partner or print for a meeting.
  • CSV Data is the raw numbers, day by day, for a spreadsheet.
  • Story PNG is a 1080 by 1920 image with your logo and your headline numbers, sized for an Instagram or WhatsApp story.
PDF and CSV both download as qtap-analytics-report- followed by the date and time. The image downloads as qtap-story- and the same stamp.

Choosing sections

Every box starts ticked, and Export is greyed out if you untick all of them. The list you see depends on the kind of loyalty program you run. A points account gets Points Overview, Points Earned Over Time, Outstanding Points Liability, Staff Performance, Customer Segments and Insights.
The export window on a stamp card account listing Overview Metrics, Stamps Over Time, Staff Performance, Customer Segments, Peak Hours and Insights

The same window on a stamp card account. Peak Hours replaces the points sections.

Wait for the page to finish loading before you click Export. The file copies whatever the page has loaded at the moment you press the button, so a section still showing a grey placeholder is dropped silently and Qtap still says “Export successful”. Exporting twenty seconds after opening Analytics produced a PDF with Staff Performance and Key Insights missing; waiting for the page to settle produced the same report with both in it. Give it half a minute and check no card is still blank.

The checkboxes do not apply to every format

Unticking a section reliably keeps it out of the CSV. The other two formats only read part of the list.
A points account cannot keep its points figures out of the PDF. The three points boxes are read when Qtap builds the CSV and ignored when it builds the PDF. The screenshot below is page two of a PDF exported with Points Overview, Points Earned Over Time and Outstanding Points Liability all unticked. The written summary on the cover quotes the same figures. If those numbers are sensitive, send the CSV with the boxes unticked instead.
A PDF page headed Points Program Overview showing Points Earned, Points Redeemed, Outstanding and Avg Value per point

Page two of a PDF exported with all three points sections unticked. They are in the file anyway.

What the PDF looks like

PDF cover page reading Analytics Report, Last 30 Days, prepared for Golden Crust Bakery, with an executive summary and a four item contents list

The cover page of a real export. The summary paragraph and the contents list are written from your own numbers.

The contents list only names the sections that made it into the file, so it doubles as a check that you exported what you meant to.

What the CSV looks like

The CSV is laid out as a report rather than one clean table. It opens with a banner and your business name, then each section gets its own divider line and its own column headings. You will need to split it up before a pivot table will work on it. Two things to know before you start sorting:
  • Dates in the daily rows read Sep 7 and Oct 1, with no year. Sorting that column alphabetically will not put the days in order.
  • Once a figure reaches a thousand, Qtap writes it with a comma and does not wrap it in quotes, so a spreadsheet reads 1,234 as two cells and shifts the rest of that row across. Staff names and insight text are quoted and come through fine.

The Story image

A maroon Instagram Story image showing Golden Crust Bakery, Last 30 Days, four metric cards and a Key Insights box

A real Story PNG. Your logo, your business name, the period, the headline numbers, and up to three insights.

Each insight is cut to a single line, so the longer ones end mid-sentence. Read them in full on the Analytics page or in the PDF before you post the image.

What never gets exported

The file covers the main Analytics page only. The Points Expiry Forecast, Top Points Earners and Reward Popularity cards at the bottom of the page are not in any export, and neither are Churn Risk, Best Customers or Regional Benchmarks. For a per branch or per staff member breakdown, use the detailed reports, which have their own filters. The numbers match the page exactly, comparison percentages included, so the notes in the charts article about how those are counted apply here too. On a stamp card account the branch picker narrows most of what you export; on a points account it does not.

Who can export

Owners and managers. Anyone who can open Analytics can export it.
Export data in the Edit Permissions checklist does not hold anyone back. Ticking View analytics on its own already lets a teammate open the page and download every format, because nothing in Qtap checks the export permission. Treat the two boxes as one decision until that is fixed.

Analytics overview

What each number on the page means

Detailed reports

Per branch, per staff member and revenue reports