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Exporting Catering Orders to CSV

How to filter customers/orders by date range and serving option, then export the results to a CSV file.

Written by Sarah Appfront

Overview

You can export a filtered list of orders — for example, all catering orders within a date range — to a CSV file by first turning the filtered results into a Group.

Steps

  1. Go to Insights and open Order Filters.

  2. Set a custom date range and choose the serving option (e.g., Pickup or Delivery) that matches the orders you want.

  3. Click Apply to generate the filtered results.

  4. From the results, click Create a Group, name it, and add the matching customers to the group. This may take a moment to process.

  5. Go to Groups and select the group you just created.

  6. Open Settings and choose Export to CSV.

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