Short description

The enhanced Data Export feature is now available to all partners. Allowing them to build, download and save Data Exports from their Kanpla Admin for their daily, weekly and monthly reporting.

Why does it matter?

Users require greater flexibility in extracting, customizing, and automating export of data to meet diverse business needs, including stakeholder-specific reporting. By improving the existing Data Export functionality with the option to save any configuration of periods, locations, modules and columns, admin users save time generating reports that they need on a daily, weekly or monthly basis.

What’s new?

The enhanced version of the Data Export allows users now to:

1. Build a custom export file including custom columns, such as Text Inputs

2. Download the configured Data Export immediately, or

3. Save the configured Data Export for future use

4. Download the file from the overview on demand

   1. File types include .csv and .xlsx

Note: There is no limitation in terms of number of cells, rows and columns. However, large files may take longer to download.

How to use it?

Availability

Data Export is available to all partners in Statistics.

How does it work?

1. Click + in the top right corner

2. Select the type of data export to download; Available export types include

   1. Sales – One Row Per Product
      Export detailed data on orders and refunds related to sales. Each row in the exported sheet represents a single product within an order. Customize your export to fit your specific reporting needs

   2. Sales - One Row Per Order
      Export detailed data on orders and refunds related to sales. Each row in the exported sheet represents a single order. Customize your export to fit your specific reporting needs.

   3. Transactions
      Export complete data on payments and payouts processed via your payment gateway for precise financial tracking.

3. Filter what data the export should include

   1. Set the Period , e.g. last month, yesterday

   2. Select the Location(s)

   3. Select the Module(s)

4. Select the columns that you need for your reporting

   1. Note: You can select single textInput per column here

   2. Note: You can search the columns by typing the first letter and the selector will jump to the letter in the list.

5. Click save to add the data export configuration to the overview

   1. By clicking download, the user can export the file to their device immediately

6. When saved, the data export appears in the data export overview and can be downloaded on demand at any time

Noteworthy comments

Coming your way soon…

New export type:

1. Adyen Settlement Details Report – Reconciled
   Export Adyen's Settlement Details Report on payments and payouts processed via your payment gateway for financial reporting. Fees, payments and payouts are reconciled per location in the Summary tab.