Manipulate your order data to dig deeper and troubleshoot orders and subscriptions.
You can export your orders from right inside of your SamCart account. To get started, click on the Orders tab on your left-hand navigation bar. Once you are on the Orders page, click on the Export button above the orders table.
Once you click the Export button, the Export a Report popup will appear. Here you can choose the Export Time Range, the File Name, and the Email Address that the report will be sent to. The File Name field will be filled with a pre-generated file name and the Email Address field will automatically be the email of the user requesting the report - however, both of these fields can be edited. You will always need to choose the Export Time Range for a report.
Whenever you're ready, click on Email Report. SamCart will process the export into a CSV file, and send an email to the address you chose when the file is ready to download! Please note that all exports are only available for 15 minutes when they are emailed to you, so you will need to save the report, or export a new one after 15 minutes.
Open your export and have all the data you need right at your fingertips. You will have the full order information available: products purchased, referring affiliate, shipping address, coupon used, and more.
That CSV can be uploaded to your favorite fulfillment tool, handed off to a team member, sent over to QuickBooks for accounting purposes, and more!
You can also schedule reports to come to your email at a certain time! To do this, click on the Export button on the Orders page, and click on Scheduled within the Export A Report popup. Here you set up your scheduled export, deciding the Delivery Frequency, File Name, and Email Address for the report to be sent to.
You can have reports sent to you at a frequency of daily, weekly or monthly. When you schedule the report, the scheduled reports will send a CSV file to your email containing new data from the time period of the frequency you have selected only (for example if you select Weekly, each scheduled report will contain data from only the previous week).