⚠️ This feature is currently in Beta - contact your Account Manager or email@example.com to turn this feature on for you.
This feature is a CSV data export tool meant for large exports of historical data. Historical data exports are not the same as grid exports which are customizable exports for live data that Extensiv Order Manager already offers in the Orders Module.
Limitations of historical exports:
Not real-time data - the data available for exports can be delayed for up to 24 hours.
Each generated CSV file is available for download for 24 hours. After that period, the entry from the export grid is deleted (from the bottom half of the screen). You can always regenerate the same request later by using the filters to submit your previous request.
The columns that are exported are not customizable. Instead, the export will include ALL columns available (see the list below for reference). You can edit your export once downloaded to delete/hide/rearrange columns you do not want.
Parameters/filters to export by are limited to sales channels, warehouses, order statuses, ship date, order date.
How to Access this Feature
Go to the Analytics Module and view the Orders subsection in the left-side panel. Then select the Historical Exports tab.
Use the available filters to narrow down your export parameters. From there, click the Generate Export button and wait while your report is generated.
You should be able to see your new request in the bottom section - when the Status column says "Succeeded", you can click the Download button in the Action column.
You should also be emailed a link to the download, which will be live for 24 hours.
Columns Available for Export for Historical Data
Order Type (Standard, POS, FBA, Stock Transfer, Prime, or FBA Workflow)
Customer Ship Amount
Ship by Date
Receive by Date
Notes from Buyer
Notes to Buyer
Requested Shipping Service
Contains Dry Ice
Dry Ice Weight
Intl Non-Delivery Action
Bill Duties to Sender
Do Not Prepay Postage
Include Return Label
Release Without Signature
Custom Field 1
Custom Field 2
Custom Field 3
Order Payment Type
Ship Zip Code
Ship Address Type
Ship Carrier Name
Ship Service Name
Ship Package Name
Item Qty Ordered
Item Unit Price
Sales Channel Name
Sales Channel Type Name
Note About CSV Exports
It is quite common for users to open these exported CSV files using programs like Microsoft Excel to check their contents before importing the file into a separate application. However, when Microsoft Excel opens a CSV file, it attempts to interpret the data in that file and starts making changes to it.
For example, if Excel sees something in the CSV file that it identifies as a date (often incorrectly), Excel will change the date format in the CSV file to suit the way that it prefers the dates to be formatted. Unfortunately, this generally has the unintended consequence of breaking the CSV file.
If you need to open a CSV file in Excel without breaking it, here's how to do it:
Open a new Excel sheet, select the Data tab, then click 'From Text' in the Get External Data group.
Browse to the CSV file and select 'Import'.
In step 1 of the Import Wizard choose 'Delimited' as the original data type. Click 'Next'.
In step 2 of the Import Wizard choose Comma as the delimiter (deselect the Tab checkbox) and click 'Next'.
In step 3 of the Import Wizard, you tell Excel not to change your formats. With the first column in the Data Preview selected, scroll across to the last column and select it while holding the SHIFT key (all columns should now be selected). Then select 'Text' as the Column Data Format and click 'Finish'.
Click OK to insert the data into cell A1
You should now have a spreadsheet with the imported data but without Excel breaking the formatting required. Remember to export the file from Excel to CSV again before uploading it to the third-party application if you have made changes.