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  4. How to Export Sales to CSV
  1. Home
  2. Financial
  3. How to Export Sales to CSV

How to Export Sales to CSV

There are multiple ways to export sales to CSV. Let’s start with the option most Board Members have access to…

Accounts with the Products & Orders role enabled can go to Board Member Dashboard > Financial > Product Order History OR Export Sales to CSV

Exporting from the Product Order History module

This page will show all recent sales and a link to Export All Sales within a specified date range. To export sales of a specific product, select that product from the pulldown menu…

Above the list of recent sales you will see an Export button.

This CSV file will contain the following fields.

  • Date
  • Purchaser Name (in one column)
  • Last Name
  • First Name
  • Email
  • Phone
  • Payment ID
  • Payment Gateway (Paypal or Entered Manually)
  • Product Title
  • Product Price
  • Product ID
  • Variable Pricing Name
  • Variable Product Price
  • Entire Order Total (includes the value of other products purchased)
  • Custom Checkout Fields (answers to question fields asked on a per product basis, like “T-Shirt Size”)

Using the Export Sales to CSV module instead

You can also export by going to Board Member Dashboard > Financial > Export Sales to CSV. This page includes the same options to export within a specific Start and End Date and filter by product. You can also choose to export by Category

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