Question
- What is included in the Orders and Transactions Report exports?
- What information comes in the exported Orders and Transactions Report CSV files?
Solution
A record of the orders and transactions from your Thinkific site can be exported to CSV files from the Orders page under Market & Sell, on your Admin Dashboard.
Orders and transactions in these reports only appear for payments completed through Thinkific's Built in Checkout using Thinkific Payments, Stripe, or PayPal. Orders and transactions are not tracked for external payment solutions.
An Order refers to a purchase a student made for a specific course or bundle. A Transaction is the actual payment that was made, for a specific order. Payment Plans and Subscriptions can have multiple transactions listed under the same order.
A CSV (comma-separated values) file is a type of file used to store categorized data values, like the information contained within your Orders report. CSV files can be opened with most spreadsheet software programs, including Microsoft Excel, Numbers, and Google Sheets.
Looking for more general information on this reporting feature? Check out our Orders Report article.
Orders CSV Export
The CSV file export for the Orders Report can be downloaded by clicking Export and then clicking Orders from the dropdown menu. The CSV file will be emailed to your account email address.
You can click here to download an example Orders Report.
The Orders Report export includes the following information:
- Order ID
- Site: your site name
- Order #
- Student: the student's full name
- Email: the student's email
- Order Date
- Current Value: order value
- Status: successful payments are marked as Complete, and unsuccessful payments are marked as
Failed - Payment Method: how the student paid; either by Credit Card (Thinkific Payments/Stripe), Paypal, or No Charge for free or fully discounted orders
- Referral: if the student was referred by an affiliate, the affiliate's code is displayed
- Courses: the name of the course or bundle the student purchased
- Order bump: if an order bump was added at checkout, then the name of the product sold as the order bump will be listed in this column
- Instructors: the course instructor
- Promotion: if the student used a coupon, the name of the coupon
- Coupon Code: if the student used a coupon, the coupon code
- Application Fee: transaction fee if applicable
- User ID: the student's unique ID number in Thinkific's system
Transactions CSV Export
The CSV file export for the Transactions Report can be downloaded by clicking Export and then clicking Transactions from the dropdown menu. The CSV file will be emailed to your account email address.
You can click here to download an example Transactions Report.
The Transactions Report export includes the following information fields:
- Date: the transaction date
- Order: the order number
- Amount: the transaction amount
- Fee: total fees paid on the transaction (refer to your payment provider
- Provider: payment processor used for transaction (Stripe, PayPal, Thinkific Payments)
- Status: successful payments are marked as Complete, and unsuccessful payments are marked as
Failed - Type: the type of transaction (one time, subscription, payment plan purchase, or refund)
- Product: the name of the course or bundle the student purchased
- Order bump: if an order bump was added at checkout, then the name of the product sold as the order bump will be listed in this column
- Name: student's full name
- Email: student's email
- Payment method: how the student paid; either by Credit Card (Thinkific Payments/Stripe), Paypal, or No Charge for free or fully discounted orders
- Referrer: if the student was referred by an affiliate, the affiliate's name is displayed
- Refund Reason: (only for transactions listed as refunds) the reason selected at the time the refund was issued
Important Considerations
- Orders and transactions in these reports only appear for payments completed through Thinkific's Built in Checkout using Thinkific Payments, Stripe, or PayPal. Orders and transactions are not tracked for external payment solutions.
- An Order displayed refers to a purchase a student made for a specific course or bundle. A Transaction is the actual payment that was made, for a specific order. Payment Plans and Subscriptions can have multiple transactions listed under the same order.
- The Orders export includes individual orders that were created during the date range that you have applied while the Transactions export will show each individual line item that occurred during that period. While you may see transactions for a particular order in a date range, if the order was not created in that date range, it will not appear in the Orders export.