How to filter and export Sales data
Last updated: May 6, 2026
Filter Sales: Filters button > destination/provider/assigned/file/payment status. Search by Sales ID/student name/email/provider. Export CSV: Sales (summary + payment balance) or Payment by Student (granular). Analyze in Excel or import to ERP.
Filter the Sales list to find specific data, and export to CSV for analysis.
Filters
Click Filters at the top of the Sales section. Available filters:
- Destination. Student's destination country.
- Provider. Specific educational providers.
- Assigned To. Team member.
- File Status. Filter by document upload status.
- Payment Status. No Payment, Partially Paid, or Paid.
Search bar
Next to Filters. Search by:
- Sales ID.
- Student name.
- Student email.
- Provider name.
Export to CSV
After filtering, click Export to download.
Two options:
- Sales. High-level summary including payment balance details.
- Payment by Student. Granular details: number of payments per student, amounts paid.
What to do with the CSV
- Analyze in Excel for advanced reporting.
- Integrate with ERP systems for financial analysis.
- Use for data-driven decision making.