You can export comprehensive business data from Retail Express for external analysis and record-keeping, helping your retail operations maintain flexible reporting capabilities. This capability enables you to extract sales histories, customer information, purchase orders, and inventory data in formats suitable for accounting systems, spreadsheet analysis, or business intelligence tools, which helps support various business processes and compliance requirements.
Setting up proper data export workflows enables your retail operations to integrate with other business systems efficiently, helping optimize reporting flexibility and data accessibility. This helps retail businesses leverage their operational data across multiple platforms while maintaining accurate records for accounting, tax compliance, and strategic analysis.
There are several reasons why you would want to extract historical data out of Retail Express, such as:
- Annual Reporting
- Cancellation of an Outlet
- Closure of Business and so forth
Below are the best reports to run as a minimum.
| Requirement | Recommended Report | Navigation Path |
| Sales data |
Sales Detail Export
(Note: you may need to do this report in parts using the Filters if the file is too large to generate in one go)
| Reports > Sales Reports > Sales Detail Export |
| Sales data |
Stock Value vs Sale
| Reports > Stock Reports > Stock Value Vs Sales |
| Customers |
Customer Mass Download
| Customers > Customer Mass Download |
| Inventory |
Item Detail Export
| Reports > Stock Reports > Item Detail Export |
| Inventory |
Stock Value vs Sales (displays the current value of your Inventory)
| Reports > Stock Reports > Stock Value Vs Sales |
| Purchase Order History |
PO Detail Export
(Note: you may need to do this report in parts using the Filters if the file is too large to generate in one go)
| Reports > Stock Reports > PO Detail Export |
| Purchase Order History |
Stock Value vs Sales
| Reports > Stock Reports > Stock Value Vs Sales |
Tip: If you are wanting additional information please contact Support for assistance with what reports you may need to use.
Related Articles
Inventory Management:
Purchase Orders & Suppliers: