To begin the process login to the admin portal and select the Products link from the menu.
Note: This menu item will only appear when you have the online payments setup as detailed here.
Export product sales for a particular product
Under the Products menu Click the Products link to view the list of available products.
Click on the Product Name you want to export sales for and select the Export Purchases button.
You are then presented with an option so select all or a customised list of fields to export.
Export product sales for all/multiple products
login to dashboard.clubzap.com
Under the Products menu click the Product Sales link to view the payer list.
To extract the list of entries to csv/excel click the Export button.
Select the product fields you would like to export
Refine your export based on
Date Paid - date of purchase
Product - based on specific product names
Product Type - Lotto/Merchandise/Fundraising/Fees/Camp
Custom form inputs (e.g: if School is a custom field you can select export based on specific school name(s))
Sample Output
Note: When exporting sales the ‘Date Paid’ records the date of the first payment in the subscription. If you want to see all subscription payments please check out the Reconciliation reports here.