Export records as CSV

Export sales orders, quotes, purchase orders, or selected shipments as CSV files. Choose the section for the records you need. Sales orders, quotes, and purchase orders export from the Reports menu. Shipments export from Production > All Shipments. The report and shipment exports below download to your computer, ready to open in a spreadsheet app.

For large sales order or purchase order exports, you can also generate background files in the Download Center.

Sales orders

1. Open Reports in the top menu.

   

2. Choose Sales Orders.

   

3. Check the date range at the top. It uses the sales order issue date. To change the period, follow the date picker steps.

   

   Filter by operational dates

   Direct sales order reports filter by issue date. To filter and export sales orders by other operational dates, such as production due date or ship-by date, request a background export in the Download Center.

4. Click Run Report.

   

   If you changed the date range, clicking Apply in the date picker already ran the report. If you kept the current date range, click Run Report to load the data.

   Running the report loads your sales orders. The Export button is enabled only after the report returns rows.

5. Click Export.

   

6. Choose Export as CSV.

   

The file downloads to your computer. The CSV includes order numbers, labels, issue dates, customer contacts, production and shipping schedules, notes, and financial totals. The Totals row is an ordinary last line in the CSV, not a pinned row.

The export follows the columns you have visible and the filters you have applied, so hidden columns and filtered-out rows are left out. To customize on-screen columns and filters before viewing, see Reports.

Quotes

1. Open Reports in the top menu.

   

2. Choose Quotes.

   

3. Check the date range at the top. It uses the quote issue date. To change the period, follow the date picker steps.

   

4. Click Run Report.

   

   If you changed the date range, clicking Apply in the date picker already ran the report. If you kept the current date range, click Run Report to load the data.

   Running the report loads your quotes. The Export button is enabled only after the report returns rows.

5. Click Export.

   

6. Choose Export as CSV.

   

The file downloads to your computer. The CSV includes quote numbers, labels, issue dates, customer contacts, schedule dates, notes, and totals. The Totals row is an ordinary last line in the CSV, not a pinned row.

Purchase orders

1. Open Reports in the top menu.

   

2. Choose Purchase Orders.

   

3. Check the date range at the top. It uses the purchase order issue date. To change the period, follow the date picker steps.

   

4. Click Run Report.

   

   If you changed the date range, clicking Apply in the date picker already ran the report. If you kept the current date range, click Run Report to load the data.

   Running the report loads your purchase orders. The Export button is enabled only after the report returns rows.

5. Click Export.

   

6. Choose Export as CSV.

   

The file downloads to your computer. The CSV includes purchase order numbers, labels, vendor details, issue and due dates, billing addresses, and order totals. The Totals row is an ordinary last line in the CSV, not a pinned row.

Shipments

1. Open Production in the top menu.

   

2. Choose All Shipments.

   

3. Select the checkbox beside each shipment you want to export.

   

   Selecting a shipment opens a selection popover beside the table's header checkbox at the top left of the grid. You can select individual shipments, or select the checkbox in the table header to select all shipments on the page.

4. Choose Export as CSV in the selection menu. Check the selected count beside it before exporting.

   

The file downloads as YoPrint Shipments.csv and contains the selected shipments' customer and shipping details. The file includes the order ID, shipment ID, customer name, contact details, shipping labels, and delivery addresses.

If you use Pirate Ship, the CSV works right out of the box. Pirate Ship asks you to match the columns once on the first upload, which its spreadsheet upload guide describes.

Collect a background export in the Download Center

For large sales order or purchase order exports, you can request a background export in the Download Center so you can continue working while YoPrint compiles the data. The Download Center supports sales orders and purchase orders, but does not include quotes or shipments.

When the file finishes generating, or when you return to collect it later:

1. Open Reports in the top menu.

   

2. Choose Download Center.

   

   If you just requested the export, you are already on this screen. Wait for the file to generate instead of reopening the menu.

Find your report in the list. Its status changes from Pending or Generating to Ready as YoPrint prepares the file.

3. Click the Download icon on the Ready row.

   

Keep the downloaded file on your computer. See Utilize The Download Center for report choices, date filters, and how long files stay available.