> ## Documentation Index
> Fetch the complete documentation index at: https://docs.munchi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Filter and Export a Sales Report — Munchi Portal

> Learn how to filter, sort, and download your sales data from the Munchi Portal in CSV, XLSX, or JSON format for accounting and analysis.

The Munchi Portal gives you full visibility into your sales data and lets you export reports in multiple formats for accounting, analysis, or record-keeping. Follow the steps below to configure your report parameters and download the file that works best for you.

<Steps>
  <Step title="Log in to the Munchi Portal">
    Go to [portal.gomunchi.com](https://portal.gomunchi.com/) and sign in using your Munchi credentials.
  </Step>

  <Step title="Navigate to Latest Sales">
    In the left-hand navigation bar, click **Sales** → **Latest Sales**. The sales dashboard will load and display your most recent transactions.
  </Step>

  <Step title="Set your report parameters">
    Use the dropdown menus at the top of the page to filter the data you want to include in your report:

    | Filter             | Description                                                                        |
    | ------------------ | ---------------------------------------------------------------------------------- |
    | **Business**       | Your restaurant is selected by default. Change this if you manage multiple venues. |
    | **Provider**       | Choose the sales channel — for example, Munchi Online, Wolt, or others.            |
    | **Payment Method** | Filter by the payment types you want to include (cash, card, etc.).                |
    | **Date**           | Specify the date range your report should cover.                                   |
  </Step>

  <Step title="Sort the table">
    By default, the table is sorted chronologically with the latest sales at the top. To reorder the data, click any column header — such as **Status**, **Amount**, or **Date** — to sort by that column.
  </Step>

  <Step title="Export the report">
    Once your data looks correct, export it:

    1. Hover over the sales table — a **download icon** will appear in the top-right corner of the table.
    2. Click the download icon.
    3. Select your preferred file format: `.csv`, `.xlsx`, or `.json`.
    4. Choose between a **formatted** version (with styling) or a **clean** version (no formatting, ideal for further data processing).
    5. Click **Download** to save the report to your computer.
  </Step>
</Steps>