Exporting Custom Analytics Reports

Export Types

The advanced export plugin allows you to export:  

• Orders  

• Customers (security risk: use with caution and do not store client contact data) 

• Coupons  

Export Options

The most likely export option you will use is the start and end date of the data that should be included in the export. “Mark as exported” and “Add order notes” can usually be disabled, although no harm is done if they are left checked. You can also export specific products or product categories for orders.

Export Formats

The export format controls what fields (columns) are exported with each export type above. The available formats are: 

Default: Default format is available for all export types (orders, coupons, coupons). It contains much more data than a frontend CSV download, but not everything, and not custom data.  

Default exports are good for sorting and mathematical analysis. For instance, a default order report would provide many financial totals for an order on each line, allowing you to easily summarize and manipulate financial data. 

One line per item (for orders only): The default orders export puts all line items in an order inside a single column and row. This format instead uses one line item per row, so the same order might have multiple associated rows.  

This format is good for product-based analysis or order fulfillment (since line items are easier to read). The client may often request this format if they want to know more about popular products and their associated financial data.  

Custom Export Formats

This format is most likely why you are using the export plugin. Many clients collect additional fields at checkout, like a business unit, a PO number, or other custom dropdowns.  

Using the custom export format, you can enter those field IDs into the plugin, save the format, and repeatedly export the custom data for the client from the original export page.  

Browse any preset available custom formats to see if those meet your needs.  

Add New Custom Export

Click “Add New” to start building the proper custom format

Select one of the default formats for load mapping. 

This means it will pre-program all of the standard fields for you, or else you would have to individually add basic items like order numbers, shipping fees, etc.  

There are instances where you may just want a few columns of data! In that case, you can start with a blank slate.  

Leave the format options as Pipe-delimited and Comma. This is a standard CSV. 

Including all meta may also be wise. Meta data includes more details for products and orders, such as min/max product quantities or order limits. It does NOT usually include the custom fields clients have requested.  

Add Custom Export Data

To add custom data, scroll down and select Add New Column.

Select Meta Field which will activate the Meta Key: field.

A meta key is a unique column header, and is usually not very friendly to read. Meta keys can be standardized across all builds, or unique to the client.  

You may require an IDX support team member to get you the right meta keys for your custom data. Please reach out and we are happy to assist.  

Example: A standard meta key across all builds is for Order Type. While “Order Type” is the friendly label, the meta key for this field is “cf_oi_order_type” following developer standards.  

Since most clients want to sort by order type (personal or company), this is a great first field to add to any custom export format. Make the column label and the meta key the same for consistency, like this:  

Here are some meta keys that have been used before: 

• cf_oi_vertical
• cf_oi_corporate_department
• cf_oi_project_number
• cf_co_purchase_order 

Export your CSV!