How Do I Download Data?

It Depends On Which Data You Want To Download

  • On Tables Screens
    • The download button on most screens is shown below:
    • The data from the following screens can be downloaded by clicking on the Download button at the top right of the screen of the screen:
      • Products List,
      • Brands,
      • Inventory,
      • Product Statistics,
      • Product Monthly Valuations,
      • Orders,
      • Sales Transactions,
      • Sales Statistics,
      • Customers List,
      • Watchlist Reasons,
      • Manage Refunds Reimbursements,
      • Returns,
      • Reimbursements,
      • Incurred Expenses,
      • PPC Costs Summary Per Product,
      • PPC Campaigns (*)
      • PPC Ad Groups (*)
      • PPC Keywords Performance (*)
      • PPC Search Terms Performance (*)

(*) These reports are downloaded by clicking the down-arrow icon at the top right of the respective table

    • Downloading the reports is a two-stage process:
      • The download is requested by means of the Download button at the top right of the taskbar
      • Once the download has been queued for processing, go to Reports –> Exported Reports
      • You will see all the request for downloaded reports. If the requested download is ready, click on the Action button.
      • Click on the download button and the report will be downloaded onto your computer
  • On Graphs and Charts
    • Every graph or chart has a circular download (down arrow) icon at the top right of the chart
    • Clicking on the icon will reveal several options
      • Download As
        • PNG
        • JPG
        • SVG
        • PDF
      • Save As
        • CSV
        • XLSX
        • JSON
  • On Widgets
    • If the widget is a graph or chart of their own, the same method described above prevails
    • If the widget is a text widget
      • On the right of the caption bar, there is a down arrow which will download the widget content
      • This is a one-step process and the data is downloaded immediately
  • Bulk Downloads On special Screens
    • On the Products->Products List screen
      • There is a Download button on the left in the taskbar. Clicking on that button will reveal
        • The ‘Cost of Goods’ button, for downloading the history of the Cost Of Goods data for each one of  your products
        • The ‘Product Settings’ button, for downloading all the settings for each one of your products
    • On the Settings->Operating Expenses screen
      • There is a Download OOE (button on the left in the taskbar
      • Clicking on that button will download all the Other Operating Expenses

Can I Download ALL Of My Data?

  •  You bet! We currently have over 90 possible downloads
  • As we add new screens, we make sure that the screen has all the download facilities deployed with it.
  • All our downloads are done through native Excel spreadsheets, not pesky CSV files which may cause formatting errors when opened into various versions of Excel

Are There Download Limitations?

  • You may encounter download volume limitations, typically in the following instances
    • Trying to download over 200,000 orders at a time
      • Please filter the Orders screen by order date range before downloading to reduce the volume
    • Downloading PPC data, where you could have tens of thousands of keywords and (literally) millions of search terms
      • Please filter the Keywords Performance or Search Terms Performance screens by Campaign or by Ad Group to reduce the volume
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