Overview
Dashboardly lets you export your data to CSV files so you can analyze it in Excel, Google Sheets, or any other spreadsheet tool. This is useful for sharing reports with your accountant, doing custom analysis, or keeping offline records.
What You Can Export
Orders Export
Export your full order list from the Orders page.
Data included:
- Order ID
- Order date and time
- Customer information
- Product names and SKUs
- Quantities
- Order status (delivered, in transit, cancelled, etc.)
- Payment amounts (subtotal, shipping, discounts)
- Shipping tracking information
Customers Export
Export your customer list from the Customers page.
Data included:
- Customer name
- Number of orders
- Total amount spent
- First and last order dates
- Customer lifetime value metrics
Step-by-Step Guide
Exporting Orders
Step 1: Go to the Orders Page
Navigate to Orders in the left sidebar.
Step 2: Set Your Date Range
Use the date picker at the top of the page to select the date range you want to export. Only orders within this range will be included in the export.
Step 3: Apply Filters (Optional)
If you want to export a subset of orders, use the available filters:
- Order status
- Product
- Search by order ID
Step 4: Click Export
Click the Export or Download CSV button. Your browser will download a CSV file containing the filtered order data.
Exporting Customers
Step 1: Go to the Customers Page
Navigate to Customers in the left sidebar.
Step 2: Click Export
Click the Export or Download CSV button to download your customer data.
Tips
- Filter before exporting. To keep your file manageable, filter by date range or status before exporting instead of downloading everything at once.
- Use the date range. Exporting a month at a time is easier to work with than exporting a full year.
- Open CSV files in Google Sheets if Excel misformats dates or special characters. Google Sheets handles CSV imports more reliably.
- Save exports for tax season. Regular monthly exports give you clean records for your accountant.
Common Issues
CSV file is empty
- Check that you have data in the selected date range. Try expanding the date range.
- Make sure you have orders or customers in your account. If your shop was recently connected, wait for the import to complete first.
Numbers look wrong in Excel
When opening a CSV in Excel, some number columns (like order IDs) may be reformatted. To avoid this:
- Open Excel first.
- Go to Data > From Text/CSV.
- Import the file and set long number columns to "Text" format.
Alternatively, open the CSV in Google Sheets, which handles this automatically.
Export is taking a long time
For very large date ranges (e.g., a full year with thousands of orders), the export may take a minute to generate. The file will download automatically when it is ready.
Some orders are missing from the export
- Check that your date range includes the orders you expect.
- Check your filters. Active filters limit which orders appear in the export.
- Orders that are still being imported may not appear. Check Settings > Import History to confirm the latest import is complete.