Export sales and subscriptions
Exports help finance, operations, and growth teams analyze data outside the dashboard. They are most useful when the filters in Sales or Subscriptions already match the question you are trying to answer.
Use this guide for accounting handoff, retention analysis, support reviews, and reconciliation with Finance or Financial Overview.
What exports are for
| Export type | Common use |
|---|---|
| Sales export | Accounting, campaign review, support audits, transaction analysis |
| Subscription export | Retention, billing review, overdue monitoring, lifecycle campaigns |
| Filtered export | One product, status, affiliate, or date window only |
| Operational handoff | Sharing evidence with finance or support outside AtomicPay |
Exports complement dashboard reporting; they do not replace reconcile Dashboard and Finance when the question is about withdrawable balance.
Export sales
- Confirm the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Open Sales.
[Screenshot: Sales list — export action visible in toolbar.]
- Set the date range.
[Screenshot: Sales date range — export period selected.]
- Apply product, status, offer, affiliate, agent, origin, or type filters.
[Screenshot: Sales filters — scope narrowed before export.]
- Confirm the filtered list matches the export scope.
[Screenshot: Filtered sales list — row count matches expected export scope.]
- Open the export action.
[Screenshot: Export button or menu — sales export option selected.]
- Download the file.
[Screenshot: Export complete — CSV or spreadsheet file downloaded.]
- Spot-check a few rows against Sales before sharing widely.
[Screenshot: Spreadsheet open — sample rows match Sales detail records.]
- Compare totals with Financial Overview or Campaigns when needed.
[Screenshot: Financial Overview — export totals aligned with dashboard filters.]
Export subscriptions
- Confirm the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Open Subscriptions.
[Screenshot: Subscriptions list — export action visible.]
- Filter by status such as trial, active, overdue, canceled, or archived.
[Screenshot: Subscriptions filter — status applied for export scope.]
- Add product, plan, or date filters when needed.
[Screenshot: Additional filters — product or plan narrowed for export.]
- Confirm the list matches the export scope.
[Screenshot: Filtered subscriptions list — count matches export intent.]
- Run the export.
[Screenshot: Subscription export downloaded — file saved locally.]
- Review overdue or upcoming charge groups separately when that is the analysis goal. See subscription overdue and retry.
[Screenshot: Export spreadsheet — overdue subscriptions grouped or filtered separately.]
- Use customer history to validate individual records when support requests it.
[Screenshot: Customer detail cross-checked against exported subscription row.]
Filter decisions that matter
| Question | Filter before export |
|---|---|
| How did one product perform? | Product |
| What did one affiliate generate? | Affiliate |
| Which renewals failed? | Subscription status = overdue |
| What should accounting review this month? | Date range + approved status |
| Which support cases need audit? | Buyer email or agent filters |
What to verify before sharing an export
| Check | Why it matters |
|---|---|
| Filters match the request | Prevents wrong conclusions in finance or ops |
| Date range is documented | Helps reconcile with Financial Overview |
| Sensitive buyer data is handled carefully | Email and payment context may require restricted sharing |
| Export time is noted | Data may change if new sales arrive during review |
| Totals were spot-checked | One wrong filter can export the wrong business story |
Best practices
- Export after filters are correct, not before.
- Use the same date range you use in reports when comparing numbers.
- Restrict exported files if they contain buyer emails or payment context.
- Pair subscription exports with merge duplicate subscriptions review when duplicates are suspected.
- Document who requested the export and why for auditability.
Common mistakes
- Exporting the whole workspace when the question was about one product.
- Comparing an export to Dashboard without aligning date range and status filters.
- Treating an export as real-time during an active launch.
- Sharing unfiltered exports externally without reviewing sensitive fields.
- Using subscription exports without checking overdue vs canceled meaning.
FAQ
Why does my export not match Dashboard revenue?
Dashboard summarizes business activity. Exports follow your filters and may include non-approved, refunded, or differently dated records. Align date range and status filters first, then use reconcile Dashboard and Finance.
Can I export for one product only?
Yes. Apply the product filter before exporting from Sales or Subscriptions.
When should I export subscriptions instead of sales?
Use subscription exports for retention, renewal, overdue, or lifecycle analysis. Use sales exports for transaction-level purchase review.