Why is this relevant?: Downloading sales history allows you to view each individual client, including their name, email address, date signed up, and revenue earned from each contribution, including processing fees, coupons used, and any other pertinent information when it comes to your sales history.
This guide will walk you through the steps on how to download your sales history.
Step 1: To begin, navigate to the top right corner of the page. You'll find a downward arrow icon. Click on it to reveal a drop-down menu.
Step 2: Select the "Account" option from the dropdown menu. This will take you to your account settings page.
Step 3: On the account settings page, you'll find various sections related to your account information. Look for the "My Sales" section.
Step 4: Within the "My Sales" section, you'll notice a button labeled "Download Sales History" and then click on this button to initiate the download process.
Step 5: Once you've clicked the button, a CSV (Comma Separated Values) file containing your sales history will be downloaded to your device.
Step 6: Locate the downloaded CSV file on your device and open it using a spreadsheet program like Microsoft Excel or Google Sheets. This will allow you to view and analyze your sales history.
For a video guide, you can follow this link: https://www.loom.com/share/0a8bea4b0f364d3094c3e0937705a576?sid=644f0ad2-6b4e-47dd-ab51-ea7f54fe579b
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