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!
First, select Management Activity in the top menu bar.
Then select Custom Reports, then Management Activity
On the Management Activity page, click the Import Report button
Click the icon to upload your file
Select the file you want to import
Give your report a name and click Upload
Next, click the Run button (underneath the Printer icon) in the top right to open the Custom Report Run Wizard
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
In the Print Options window, select Save to CSV File
Click the Next button
Open the file browser in the CSV Options window
Select where on your computer you want to save your file and click the Save button
Wait for your report to generate
Your file has been saved, and you are now ready to import it into DealerPoint!
