Exporting Reports (CSV/HTML)

From the Location Wise Products Dashboard, you can export your dashboard data into a file so you can review it later, share it with your team, or work with it in a spreadsheet.

You get two export formats:

  • Export in CSV
  • Export in Excel (HTML)

How to Access

  1. From WordPress Dashboard, Go to Location Manage > Dashboard > Location Wise Products Dashboard.
  2. On the top right, click Export Report.
  3. A dropdown will appear with:
    • Export in CSV
    • Export in Excel (HTML)
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Before exporting (apply filters)

To export the correct data, set your filters first.

Filter options you can use

  • Date From and Date To (mm/dd/yyyy)
  • Location (example: All Locations or a specific location)
  • Order Status (example: All Statuses, Completed, Processing, etc.)
  • Quick Select buttons:
    • Last 7 Days
    • Last 30 Days
    • Last 90 Days
    • This Month
    • Last Month

Steps

  1. Select your date range or use a Quick Select button.
  2. Choose a Location if needed.
  3. Choose an Order Status if needed.
  4. Click Apply Filters.

If you export without applying filters, the report may include more data than you expected.

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Export options explained

Export in CSV

Use this if you want:

  • Easy editing in Excel or Google Sheets
  • Clean data for reporting
  • Uploading into another system (CSV is commonly supported)

CSV files are simple and lightweight.

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Export in Excel (HTML)

Use this if you want:

  • To open the export directly in Excel with a better layout
  • A more “report-style” file compared to plain CSV

This export is still based on table data, but it is packaged in an Excel-friendly format.

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Notes

  • The exported file includes data based on your current filters.
  • If your report looks empty, try widening the date range or selecting All Locations.
  • If the download does not start, check your browser download permission or pop-up settings.

Use Export Report to download dashboard results after applying filters. Choose CSV for simple spreadsheet data, or choose Excel (HTML) if you want a more Excel-friendly report view.