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Data Exports

Overview

This article teaches you how to access and run data exports.

If you need to export report data or are trying to get to more detailed info than what you can find in the standard reporting, try the Data Exports feature.

 

To Access Data Exports

To access Data Exports, click the Reports menu and the Data Exports tab.

 

To Export Data

 Tip

If you have created a custom export and you think you might want to use it again in the future (e.g., with a different date range), do not delete it. As long as it remains on the Available Data Exports list, the custom export remains available under Orders Reports - Custom in the Report Type field.
  1. Click  on the right-hand side of the page to create a new report. The Create Data Export page opens.
  2. In the Name field, enter a name for the current export you are creating (e.g., March 2020 Order Export). The Name allows you to more easily distinguish this export from others in the list of historical exports.
  3. In the Date and Number Formatting, field, select the desired formatting for dates and numbers in the export.
  4. For example, if you select English, dates will be expressed as MM/DD/YYYY, and decimals will be expressed using periods (e.g., $123.45). By contrast, if you select German, dates will be expressed as DD/MM/YYYY, and decimals will be expressed using the comma separator (e.g., $123,45).
  5. In the Site field, select the Store whose data you want to export.
  6. Use the Date Range From and To fields to select the time frame of activity to be included in the export. All dates in the FastSpring App are based on UTC/GMT - 0.
  7. For the Report Type, click the drop-down and choose the type of data that you want to export. A variety of pre-defined exports are available to run based on the selected Date Range. You can also see the Names of any custom data exports that you have previously created in your Store and not deleted. They appear under the Order Reports - Custom (CSV) or Order Reports - Custom (Text) headings in the list. For example, in the illustration below, a previously created custom export named Customer List is available.


     
  8. If you want to define a custom data export, choose New CSV Template or New Text Template.
  9. Click  to create the report. You are returned to the list of Available Data Exports, with a message indicating that your export is processing. The page automatically refreshes every 20 seconds until your export is ready. You can use the browser's Refresh button to refresh it sooner than that if desired.


     
  10. Once your export is ready, you can use the buttons in the Actions column to download, preview on your screen, or permanently delete any export in the list. You can also mouse over the i icon to the right of each export Description to see which user created the export and when the user created it. 

 

Creating a Custom Data Export

For advanced users, the option to create a custom data export allows flexibility and control over exactly which fields or columns appear in your export. While creating a new export, in the Report Type field, select New CSV Template or New Text Template.

 Note

The process of creating a custom data export is similar for both CSV and Text Templates. The following example applies specifically to the New CSV Template option.
  1. In the Custom Report CSV Columns field, enter a column heading for each data point you want to include in the export, separated by commas. For example, if you want to include the order reference, order date, local currency amount for the order, and the USD amount for the order, you might enter the following:
    Custom Report CSV Columns example
    	Reference,Date,,Amount,Amount(USD)
    	

     Regarding #{order.created}

    If you select English for the Date and Number Formatting field and you need to use the #{order.created} variable to insert the order date, include two commas after the column heading rather than one. In the output, the year will be in a separate column, and the extra comma in the list of headings allows everything to be properly aligned.
     
  2. In the text area labeled Custom Report Template, specify the object name of each data point to be included in the export, separated by commas. You can use the "order" hyperlink located just below the text area to open a Help window with a list of available order attributes.


     
  3. To continue the example above, you would enter the following:
    Custom Report Template example
    	#{order.id},#{order.created},#{order.subTotal},#{order.subTotalUSD}
    	
     
  4. Important:  Enter a carriage return/press the Enter key at the end of your line of column variables, so the cursor moves down to the next line. Doing this tells the system that the last column in the row has been reached.
  5. Click .
     

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