Export Sales

Whether you need to share sales data with your accountant or analyse transaction history offline, Oncord’s Export Sales tool allows you to generate customised exports of your sales records, by invoice or by individual items sold.

This tutorial covers how to access the Export Sales tool, outlines the two available export types, and explains the filtering options available to tailor your data export.

How to Access the Export Sales Tool

1. Navigate to your Dashboard > Commerce > Sales

1. Click the three-dot menu in the top-right corner

1. Select “Export” from the dropdown

You’ll be presented with the Export Sales window, where you can choose to export either Invoices or Items based on your reporting needs.

1. Export Invoices

Choose the Invoices option to export a list of entire sales transactions. This includes summary information per invoice such as the total amount, payment status, and shipping details.

Filtering options include:

• Invoice Number Range – Export invoices between specific numbers

• Date Range – Filter by week, month, year, or custom dates

• Payment Status – Include paid, unpaid, or both

• Shipping Status – Filter by delivery and pickup status, including:
  
  • Unshipped, Packed, Shipped
    
  • Not Picked Up, Over Counter, Required, etc.
    

After applying your filters, click Export Invoices to download the data in a structured file format (e.g. CSV), suitable for use in accounting software or spreadsheet tools.

2. Export Items Sold

Select the Items option to export data at the product level. This includes each individual product sold across all invoices along with quantity, price, and related details.

This is particularly useful for:

• Inventory reconciliation.
  
• Product performance analysis.
  
• Sales audits at the item level.
  

Just like with invoice exports, you can apply filters based on invoice numbers, dates, payment status, and shipping status.

Once configured, click Export Items Sold to generate your item-level export.