What You Will Learn in This Guide
To track your preferred transactions; search by using Receipt Numbers, from the BackOffice & export your stores' transaction data to CSV.
Important Note
Only Offline (POS) Transactions will be recorded under All Transaction tab.
How to Export Transaction Data to CSV
1. In the BackOffice, click on the Offline Transactions title page.
2. On the Transaction page, select Store(s) and the timeframe for the data.
3. Click the Export to CSV button.
4. For ≤5,000 records:
The CSV file will download immediately.
5. For >5,000 records:
A pop-up will appear notifying you that the CSV export will be sent to your email.
Note:
The email will be sent to the user who triggers the Export CSV action using the email address linked to your BackOffice account.
6. You'll need to click on the button for 'Download CSV Export', and the CSV file will be downloaded in a zip folder format.
7. Once downloaded, open the CSV file with a spreadsheet program (e.g., Google Sheets, Numbers, or Microsoft Excel).
Note:
You can generate Pivot Tables for further analysis using the downloaded CSV.
Error with Exporting
If the export process encounters an error, the system will notify you as follows:
1. BackOffice Notification:
2. Email Notification:
a. Click the button to reinitiate the export.
Note:
If an export fails, please attempt the process again. If the problem continues, please contact the Customer Care Team for assistance.
b. Once the CSV file is downloaded (remember to extract it if it's in a zip folder), you can open it using standard spreadsheet software (e.g., Microsoft Excel, Google Sheets, Apple Numbers).
Notes:
You can generate Pivot Tables for further analysis using the downloaded CSV.
Search by Receipt Numbers
You may also search transactions using receipt numbers; provided that you have them, from your BackOffice.
1. In the BackOffice, click on Offline Transactions title page.
2. On the Transaction page, look for Search: Receipt Number on the right side of the page key in the receipt number.
Refer to this article & learn how to view Online Transactions.