Exporting your sales summary details

Learn how to export your sales summary details to CSV or JSON.

Exporting your sales summary details is crucial for effective data management and analysis, allowing you to store information in various formats like CSV or JSON. This feature enables easy sharing and integration with other systems, ensuring your sales data is accessible and usable for different purposes. The following sections provide step-by-step instructions to help you export your sales summaries efficiently.

Export as CSV

Exporting your sales summary details as CSV files allow you to store, analyze, and share your data in a widely-used, easily accessible format. Follow the steps below to export your sales summaries in CSV format.

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

2. Filter your sales summaries if needed.

3. Select a summary ID under the Summary ID column. The Sales summary details page appears.

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

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

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

Export as JSON

Exporting your sales summary details as JSON files allow you to easily share and integrate your data with various systems and applications. Follow the steps below to export your sales summaries in JSON format.

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

2. Filter your sales summaries if needed.

3. Select a summary ID under the Summary ID column. The Sales summary details page appears.

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

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

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