Go to Settings > System Settings > Import / Export.
The Import / Export tab includes an Export Data card where you can download your past orders as an Excel spreadsheet. Select the Order History option, choose a date range, and narrow the results by status, order type, or club. This makes it easy to generate a specific set of orders for your accounting, reporting, or any third-party application.
The export downloads straight to your computer as an Excel file, so there is nothing to wait for and nothing sent by email. The same card can also export Scheduled Orders if you switch the toggle at the top.
Export Your Orders
Step 1: Open the Export Data card
- Go to Settings > System Settings > Import / Export.
- In the Export Data card, make sure the Order History toggle is selected.
Step 2: Choose your date range
- Set a From Date and a To Date to cover the period you want to export.
- The From Date cannot be after the To Date. If it is, a message appears and the Export button stays disabled until you fix the range.
Step 3: Narrow the results (optional)
- Use the Status filter to export only orders with a particular status, or leave it on All.
- Use the Order Type filter to limit the export to Club Order, Website, or Poster POS orders.
- Use the Club filter to export orders from a single club only.
Step 4: Download the file
- Select Export. Your spreadsheet downloads automatically as an Excel (.xlsx) file.
Please note: If no orders match your date range and filters, you will see a "No data found" message instead of a download. Widen the date range or clear a filter and try again.
Congratulations! You have successfully exported your order history. You can now open the spreadsheet in Excel, Google Sheets, or your accounting software.
What Is in the File
The spreadsheet contains one row per product line on each order, so an order with several products appears across multiple rows. Below is a table of the main columns and what they contain.
| Order Date, Order Number, Order Status, Order Type | The core details of each order, including how it was placed. |
| Billing and Shipping details | The customer's name, address, phone, and email for both billing and shipping, plus pickup location where the order was collected in store. |
| Product SKU, Product Name, Quantity Sold | The item on each line, its stock code, and how many were purchased. |
| Item Price, Item Discount, Promotion, Order Total | The pricing for each line, any discount or promotion applied, and the total value of the order. |
| Club | The subscription club the order belongs to, where the order came from a membership. |
Read more about tracking and managing your order history.