• Order export: Overview
  • Configure order exports

Order export: Overview

Daily export of orders can be enabled by selecting this option. The time of day at which the export is to be triggered and the set of recipients can be specified here.

These reports:

  • can be sent to recipients based on user tags and individual usernames. 
  • is received on an email in a CSV format, which can be opened in excel

Configure order exports

  1. Click on Configuration tab from the main menu
  2. Click on Orders sub-tab from the dropdown
  3. Navigate to the Orders export section 

  4. Select the option to Enable orders export to enable periodic export of orders in spreadsheets to specific users

  5. Type the time (in 24 hour format) at which the email must be received in the main box of the users in the 'Every day at hour(s) (hh:mm)' field. Use a comma to receive the export multiple times in a day. The data exported will be for the 24 hours prior to the provided time. 

    The timezone at which the exports will run will be based on the domain set in General configuration. If time zone is not configured, the export will run at UTC time

  6. Type and select the users based on user tags to whom the report has to be mailed automatically in the To (Enter groups of users by tags) field

  7. Type and Select the names of individual users to whom the report has to be mailed automatically in the To (Enter individual users) field 

  8. Click on Save button

  9. A message will be displayed confirming that order configuration has been successfully updated