Custom Export - Orders/Items Custom Export
Creating a Custom Export
Step Action
1. Select {Settings} and then select {Custom Export} under the Admin section. Select
the Orders/Items tab.
2. Set the export parameters using a combination of column selection and search filters:
A) To select a column item, check the box on the left-hand side. Only the column items with a
check marked box will be included in the export.
B) Search filters can then be applied by selecting from field drop-downs.
Note: Export cannot be created using search filters only. At least one column must be selected
or export will appear blank.
If Order columns/search filters only are selected, the export will generate with a single item per Order#. | If a combination of Order and Item columns/search filters are selected, the export will generate with a multiple lines per Order# - 1 for each item. |
3. Once export parameters have been set, select {Export}. An export .csv file will be generated.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
A Smart List can also be created to save the custom export parameters once they are set. (See Custom Export-Smart Lists)