How to Export Transactions
There are two ways you can export transactions from Jetpack CRM.
Option 1
- Log into your site’s WP Admin dashboard.
- From the top menu on any Jetpack CRM admin page, go to Transactions > Export.
- Select (check the box), or deselect (uncheck the box), the fields you want to include, or exclude, in the export.
- Scroll down and click the “Export” button, which will download a CSV file with your selections.
Option 2
- Log into your site’s WP Admin dashboard.
- Go to Jetpack CRM > Transactions (or go to Transactions > View All from the top menu on any Jetpack CRM admin page).
- Select the transactions you want to export, by checking the box next to them.
- In the “Bulk actions” dropdown list at the top of the page, select “Export Transaction(s)”.
- Select (check the box), or deselect (uncheck the box), the fields you want to include, or exclude, in the export.
- Scroll down and click the “Export” button, which will download a CSV file with your selections.