Export Transactions / Customer Emails

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

To do so, navigate to the Transactions tab, click the Export icon .

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

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

With every transaction, customers can enter an email address on the menu screen to receive an emailed itemized receipt 1 hour after their order.

You can then use those customer email addresses to send email marketing or promos directly to the end-user.

To find the email addresses, complete the same steps as the transaction export and locate the Email Address column in the CSV file.