Exporting your sales summaries

Learn how to export your sales summaries to CSV or JSON.

Exporting your sales summaries is an essential activity that allows you to maintain comprehensive records, analyze trends, and share data with stakeholders. Several formats are available, so you can choose the most suitable one for your needs. This guide provides a step-by-step process for exporting your sales summaries in CSV and JSON formats.

Export as CSV

The CSV (Comma-Separated Values) format is a great option for exporting your sales data and summaries effectively. CSV files are simple text files that are easy to manipulate and can be opened using various spreadsheet applications like Excel and Google Sheets. Follow the steps below to export your sales summaries as a CSV file.

To export your sales summaries as CSV:

1. Click Sales summaries in the left navigation. The Sales summaries page appears.

2. Filter your sales summaries if needed.

3. Click the down arrow and select Export as CSV.

4. Click the Export as CSV button (not the arrow). The Save As dialog appears.

5. Choose a location and file name to save the file.

Export as JSON

To conveniently export your sales data as JSON, follow these simple steps. JSON format provides a structured way to store and transmit data, making it ideal for web applications and APIs. Here's how you can export your sales summaries as a JSON file.

1. Click Sales summaries in the left navigation. The Sales summaries page appears.

2. Filter your sales summaries if needed.

3. Click the down arrow and click Export as JSON.

4. Click the Export as JSON button (not the arrow). The Save As dialog appears.

5. Choose a location and file name to save the file.