Export Transactions

Carolina Villatoro Updated by Carolina Villatoro

If you wish to view or analyze sales data, you'll want to export transactions to CSV.

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 Date
  • by campus / store
  • by Transaction status
  • by Transaction Type
  • Coupon use only
  • local time or UTC
  • by Date
  • by campus / store
  • by Transaction status
  • by Transaction Type
  • Coupon use only 
  • local time or UTC

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

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 time zone.

How did we do?

How to View Transactions & Transactions Overview

How to prevent mischarges

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