Export sales and subscriptions step by step
This guide walks through exporting sales and subscription data for accounting, retention, or support analysis. Read export sales and subscriptions first for scope and permission notes.
Exports reflect filters at export time. Widen date range before assuming data is missing.
Part 1 — Prepare export scope
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Define why you need the export: accounting, refunds audit, subscription churn, or campaign review.
[Screenshot: Export brief — purpose and required columns documented.]
- Choose date range matching your reporting period.
[Screenshot: Date range — start and end dates for export period.]
- Confirm your user can access Sales and export actions.
[Screenshot: User permissions — sales and export access confirmed.]
- Note payment methods or products to include or exclude.
[Screenshot: Filter plan — product and payment method scope written down.]
Part 2 — Export sales
- Open Sales and apply date range filter.
[Screenshot: Sales filters — date range applied.]
- Add filters: status, product, offer, affiliate, or origin if needed.
[Screenshot: Sales filters — status and product filters applied.]
- Review row count matches expectations before exporting.
[Screenshot: Sales list — result count visible before export.]
- Click Export (or equivalent) for sales data.
[Screenshot: Export action — sales export button clicked.]
- Download the file and note generation timestamp.
[Screenshot: Download complete — CSV or spreadsheet file saved.]
Part 3 — Export subscriptions and validate
- Open Subscriptions with the same or relevant date scope.
[Screenshot: Subscriptions list — filters applied for export period.]
- Filter by status if exporting only active, canceled, or overdue records.
[Screenshot: Subscription status filter — active or canceled selected.]
- Run subscription export and download.
[Screenshot: Subscription export — file downloaded.]
- Open files and validate: row count, buyer emails, amounts, statuses.
[Screenshot: Spreadsheet open — sample rows validated against Sales UI.]
- Compare totals to Financial Overview for the same period.
[Screenshot: Financial Overview — revenue total compared to export sum.]
- Store files securely and share only with authorized teammates.
[Screenshot: Secure storage — export archived with date and workspace label.]
Export validation cheat sheet
| Check | Sales export | Subscriptions export |
|---|---|---|
| Date range | Matches accounting period | Matches renewal/cancel period |
| Status filter | Approved vs refunded explicit | Active vs canceled explicit |
| Totals | Near Financial Overview net | Count matches Subscriptions UI |
| PII | Share securely | Buyer emails protected |
Common mistakes
- Exporting with narrow date range then claiming data is missing.
- Mixing workspaces — export from wrong business workspace.
- Comparing gross export totals to net Financial Overview.
- Exporting without status filter and misreading declined attempts.
FAQ
Do exports include refunded sales?
Depends on filters. Include refunded status explicitly for refund audits.
Can I automate exports via API?
See AtomicPay API Docs and API keys.