Collapse Menu
Docs Home
Extensibility Options
Contact Support

Data Exports

Overview

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.

Overview

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.

 

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. 

User-added image
Next, click the Data Exports tab.


 

To Export Data

User-added image

  1. Click User-added image on the right-hand side of the page to create a new report. The Create Data Export page will open.
  2. In the Name field, enter a name for the current export you are creating (e.g. March 2018 Order Export). This will allow 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.
    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 the comma separator will be used for decimals (e.g. $123,45).
  4. In the Site field, select the Store whose data you want to export.
  5. Use the Date Range From and To fields to select the time frame of activity to be included in the export.
  6. For the Report Type, click the drop-down and choose what type of data will be exported.  A variety of pre-defined exports are available to run based on the selected Date Range. You will also see the Names of any custom data exports that you have previously created in your Store and not deleted, under the Order Reports - Custom (CSV) and / 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.

    User-added image
     
  7. If you choose New CSV Template or New Text Template, you will be able to define your own custom data export.
  8. Click CREATE to create the report. You will be returned to the list of Available Data Exports, with a message indicating that your export is processing. The page will automatically refresh every 20 seconds until your export is ready.

    User-added image
     
  9. 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 it was created.
     

     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), simply do not delete it.  As long as it remains on the Available Data Exports list, the custom export will be available under Orders Reports - Custom in the Report Type field from then on.

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 are included 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 your Date and Number Formatting field is set to English 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 Custom Report Template text area, 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.

    User-added image

    To continue the example above, you would enter the following:

    Custom Report Template example
    #{order.id},#{order.created},#{order.subTotal},#{order.subTotalUSD}
  3. 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. This tells the system that the last column in the row has been reached.
  4. Click CREATE.

 

Try FastSpring

Get a free account and see why FastSpring is the ecommerce partner of choice for software providers around the world. Try our full-service ecommerce solution today to unlock revenue growth for your online company.