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…