In order to export the appropriate transactional report you must download the report template below and upload it into your Lightspeed account
Download Lightspeed report template
This guide explains how to extract your data from Lightspeed, ready to import into DealerPoint. Scroll down for a step-by-step guide, and contact us if you need help!
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First, select Management Activity in the top menu bar.
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Then select Custom Reports, then Management Activity
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On the Management Activity page, click the Import Report button
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Click the icon to upload your file
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Select the file you want to import
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Give your report a name and click Upload
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Next, click the Run button (underneath the Printer icon) in the top right to open the Custom Report Run Wizard
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In the Custom Report Run Wizard, give your report a name and make sure the following options are checked in the Report Options:
- Date and Time Printed
- Group Description
- Filter Description
- Page Number
When you are ready, click the Next button
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In the Print Options window, select Save to CSV File
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Click the Next button
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Open the file browser in the CSV Options window
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Select where on your computer you want to save your file and click the Save button
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Wait for your report to generate
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Your file has been saved, and you are now ready to import it into DealerPoint!
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