Orders can be exported to a CSV file based on the filters you choose or for specific month or quarter.
Go to your View Orders page under the Orders menu item.
The Export button will allow you to export your orders based on 2 different methods:
1. Your current filtered view
2. By a specific month or quarter
If you wish to export out the current filtered view, apply the appropriate filters before clicking the Export button. You can view our tutorial on filtering Orders here.
If you wish to export a specific date range that is not a specific month or quarter, you will need to apply a filter before clicking the Export button.
The filter to use is the 'Order Date is:' and choose 'Custom Date Range'.
Once you click the Export button, choose either the 'current filtered view' or 'specified month or quarter' option.
If you choose the 'specified month or quarter' option, additional options will appear to allow you to choose which month or quarter you wish to export.
Once your options have been chosen, click the green Export button to create the CSV file.