Can I export the sales reports?
Yes. In My Sales, use the Export button to download the full report as a CSV, ready to open in a spreadsheet or a BI tool.
The file follows the filters applied on screen: export with the period and the filters you want in the report.
Matching the file with the payment system
Right after the codigo column (the sale inside Clickmax), the file brings two columns to match
each row with the charge on the payment side:
When you export by transaction, order bump rows repeat the sale's reference and transaction identifier: both belong to the whole order, not to each item.
Related
If it didn't work
- You cannot see the Export button: confirm you have permission to access sales in Permissions.
- The file came out empty: check there are sales in the filtered period before exporting.
- Other sales questions: see the FAQ.