Exporting Data

Neztio lets you export data from several sections of the platform. Exports are available within each section rather than from a single reports page. Here is what you can export and where to find each option.

Billing Exports

• Export invoices to CSV: Available in the Billing section. Downloads a spreadsheet of all invoices with statuses, amounts, and dates.
• Export payments to CSV: Available in the Billing section. Downloads a spreadsheet of all payment records.
• Invoice PDF generation: Open any individual invoice and click Download PDF to get a formatted invoice document.
• Tax statement PDF generation: Generate year-end tax statements for families from the Billing section.

Family Exports

Export your full family list to CSV from the Billing section. The export includes family names, enrollment counts, primary contacts, and billing status.

CACFP Exports

• CACFP eligibility data export: Download eligibility records for your enrolled children.
• CACFP claims export: Export meal claim data for submission to your sponsoring organization.

Leads Export

Super admins can export the leads list to CSV from the Leads section. This includes all inquiry records with contact information and status.

How to Export

1. 1Navigate to the section containing the data you want to export (Billing, CACFP, or Leads).
2. 2Look for the Export button, typically in the top-right area of the data table.
3. 3Click Export and select the format (CSV or PDF, depending on what is available).
4. 4The file downloads to your computer automatically.