The Order Export functionality allows you to filter and download your trade order history in .CSV format, which facilitates analysis and reporting. Here is how to perform the export:
1. Go to the Order Export section.
- Log in to your trade administration panel.
- In the main menu, select the Orders option and then Export Orders.
2. Name the export file
- In the File name field enter a name that identifies the file you will download.
- Example: Order_History_Sep2024
3. Filter the information to be exported
Specify which orders you want to include in the export by applying the available filters.
- Date (required): Select the date range of the orders you want to export. This field is mandatory to proceed with the export.
- Payment method: Filter the orders according to the payment method used, such as credit card, debit card, PayPal, etc. You can select from 0 to 4 available options.
- Payment gateway: Choose from the different payment gateways integrated in your commerce (up to 29 available).
- Fraud status: Filter by anti-fraud review status (e.g. reviewed, approved, rejected).
- Payment status: Filter orders by payment status (pending, paid, failed, etc.), with up to 22 options available.
- Include abandoned cart orders: Check this option if you also want to include orders that were left in abandoned cart status.
4. Document columns selection
In this section, you can define which columns to include in the exported .CSV file. Make sure to select the ones that are most relevant to your analysis (e.g. order number, customer, total amount, payment status, etc.).
5. Download the file
- Once you have configured the filters and selected the file name, click the Export button.
- The system will generate the .CSV file with the filtered data and will allow you to download it directly to your device.
This exported file will allow you to review and analyze the order history according to your specific needs.
