How to Export Transactions for Enhanced Sales Analysis

Carolina Villatoro Updated by Carolina Villatoro

Unlock the power of your sales data with Byte Technology's transaction export feature! Understanding your store's performance is key to driving success, and exporting transactions provides a comprehensive overview of your sales activity. From analyzing sales trends to monitoring inventory movements, this invaluable tool empowers you to make data-driven decisions that propel your business forward. In this article, we'll guide you through the simple steps of exporting transactions and unlocking insights that will supercharge your sales strategy.

Exporting transactions offers a convenient method for reviewing sales data with various parameters, including store location, specific products, discounted or all sales. Additionally, it provides restocking details, showcasing products added and removed from inventory.

How To Export Transactions

  1. Navigate to the Transactions tab
  2. Click the Export icon. 
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  1. Filter the Export

Once clicked, you'll have the option to filter the export data by needed. You can customize these filters as needed; for example, you can customize the date range, products included, discounted sales, and more.

The dropdown Transaction type gives you an option to download a subset of transactions based on sales or Restock activity by type, as follows:

  • Sales:
    • All Sales: downloads all transactions
    • Sales with Issues: Transactions that occurred with an error or issue
    • Empty: VOIDED transactions with no products attached to that Credit Card Swipe
    • Refunds: Transactions with refund adjustments 
  • Restocks:
    • Products Added: downloads all products stocked into the store during Restocking
    • Products Removed: downloads all products removed from the store during Restocking

Here is an example of how to export sales. In the example, we changed the timeframe, picked specific stores, and wanted the export to only include discounted sales.

Here is an example of exporting information about a restock. In this example, we changed the time frame and picked specific products. We want to see when these products were added across the campus.

  1. Click Export once done

Export Customer Emails

With every transaction, customers can enter an email address on the menu screen to receive an emailed itemized receipt after their order. To access the email addresses, complete the same steps as the transaction export and locate the Email Address column in the CSV file. 

Time Zone

 When transactions are exported, the time frame is usually based on the time zone of the store. Please note that the sales amount for the remittance may not be the same because the remittance is based on the UTC zone.

FAQ

I exported my transaction, but I can't see it. Where is my export?

When the export is finished, it will download into your browser's downloads. Click the Downloads button in your browser to see it.

I am giving employees a special discount that the employer will reimburse me for. How do I find the amount owed?

Change the parameters of the export to include only the necessary stores, all products, and discounted sales. This will provide you with data that includes only the discounted transactions for that store(s). In this document, there is a column that will give you "Discounted Amount." Simply add up the amount for this column, and you will find the amount owed. You can also present this document to the employer if needed.

My export is taking a very long time! Why?

If the export has a lot of data, it will take longer. Generally speaking, we do not recommend exporting transactions that have a time range greater than a month. Do not refresh your page, as you will have to start over. If the export does not have a lot of data, but it is still taking too long, please clear your cookies, check for an update for your browser, and then try again.

How did we do?

How to View Transactions & Transactions Overview

How to prevent mischarges

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