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How do I export past purchase history with line items?
How do I export past purchase history with line items?
Updated over 7 years ago

We provide live reports of past purchases, product sales statistics and more.  However, by leveraging our export tool, you can create a CSV with all past purchases along with customer data.  To generate the report follow these steps:

  1. Login to the PeopleVine Control Panel

  2. Go to the Company Menu (click on your company name), go to Reports & Data and click on Export Data to File

  3. Select Product Sales Activity and then click Load Fields

  4. Select the fields and filters you'd like to include

  5. Click Generate Report to generate your CSV

  6. Click Download Report

  7. Feel free to save this report for future usage

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