Filter and export the list of orders

_{This is a beta feature currently under development. As we continue to make improvements, you may notice changes or updates along the way. We appreciate your feedback and patience as we enhance your experience!}

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Your needs as a provider are as diverse as the extracurricular activities you offer. That’s why we provide tools to help you access powerful data, download it, and customize it to create reports tailored to your business.

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Export order list as CSV

1. Go to the Orders tab.
2. Click “Export CSV.”
3. Choose whether to export the entire database (no filters applied) or the current view (with your selected filters or search query).

Once exported, a spreadsheet file will appear in your computer’s download folder. You can open this file using Excel or Numbers. If you don’t have these tools, upload the CSV to your Google Drive to open it with Google Sheets.

This spreadsheet can provide valuable insights if you know how to filter the data. Learn more about this.

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Filter order list

You can filter orders by the date they were created. By default, the dates range from the first order created in your organization to today’s date.

Additionally, you can filter orders by activity or schedule to identify all registrations for specific schedules.

Within a selected activity or schedule, you can further refine your view based on advanced filters such as:

• Payment status: This allows you to filter orders with:
  • Remaining payments
  • Late payments
  • Refunded payments
  • Canceled payments
• Payment method: Use this to identify orders marked as paid offline.
• Discount code: Filter orders where specific discount codes were applied.
• Pricing rule: Find orders where the original schedule price was adjusted based on the participant's answer to a registration question.

To apply these advanced filters, click “+ Add Filter” and explore other available options.

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