Export Data to a .csv or .xlsx File

When exporting data to a .csv or .xlsx file, the data will be sorted in the same columns as in the application.

  1. Open the Orders, Transactions, Invoices, or Analytics page. An example of the Orders page follows.

  2. Use the Quick Clicks, Work Lists, or Advanced Search to search for specific data.
  3. Click the checkbox to the left of the items in the table to select them.

    Note: The maximum number of rows in the export is the same as the selected Rows per page, which is located at the top of the results table. In the example above, there will be 25 rows in the exported file.

  4. Click the icon. The Export dialog box opens.

  5. Select an export option.
    CategoryDescription
    Please, select columns you would like to export

    Select a column option. Options are:

    • Only checked columns in the table – Select to include only those columns you have selected from the Column select list (on the right side of the table heading)
    • All columns int he table (including hidden) – Select to include all columns, including those that are currently hidden in the application
    Please, select rows you would like to export

    Select a row option. Options are:

    • Current page – Exports the records from the page you currently have open
    • All report results – Exports all records included in the report results

    Tip: Using the All report results option when selecting a large set of data may cause delays.

    Please, select format you would like to download

    Select a file option. Options are:

    • csv – Exports the data to a .csv file
    • xlsx – Exports the data to an .xlsx file

    Tip: Use the .xlsx option when you need to retain leading zeros in the data.

  6. Click Export. A message opens.
  7. Select a button to open or save the file.
  8. Click OK. The application exports the information to an Excel spreadsheet.