Sales

Export a list of sales

You can export your sales information to a spreadsheet (XLSX file). This feature can be useful for tasks such as:

  • Storing a backup of your sales.

  • Quickly getting a list of buyers for a specific product or offer link used.

Sales export is performed in the background and usually takes a few minutes. When the file is ready, you receive a notification in the Guru admin and an email containing the download link. It is not possible to export the same spreadsheet again within a 30-minute interval.

Export is limited to 10,000 sales. If you have a larger number of records, apply a filter to reduce the size of the list for export.

Sales export is done to an Excel spreadsheet (XLS format) and includes data about:

  • Sale

  • Contact (customer)

  • Product and Related Offer

  • Tracking

  • Subscription (when associated with a subscription)

  • Payment methods

  • Sale status


On this page:

  • How to Export Sales


Before you start, you need to…

  • Be an administrator or have permission to perform the following actions;

  • Have one or more sales registered in Guru.

Export Sales

Sales export to a spreadsheet is available in the Sales section in the Guru admin.

Before exporting sales, you can apply a filter to export only the desired sales.

Steps:

1 - In the side menu, go to Sales.

sales-menu.png

2 - In Sales, click on XLS.

export-xls.png

3 - After a few minutes, you receive a notification in the Guru admin with the download link. Click on the notification icon1 in red to view the list of notifications.

1 It may be necessary to reload the page in your browser (press CTRL+F5) for the notification icon to change color.
notifications-icon.png

4 - Locate the corresponding notification and click on Download.

sales-export.png

The download link is also sent by email.

It is not possible to export the same spreadsheet again within a 30-minute interval.


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