Downloading and working with raw order data

Breadstack provides built-in dashboards and high-level custom reporting through the Insights module. These features let you quickly see your sales trends, conversion rates, and other key growth KPIs — all in one place.

For more advanced or custom analysis, you can export your order data as a CSV file and work with it outside the platform.

What this article covers

• What Breadstack provides (and what it doesn't)
• Exporting your raw orders data from Breadstack
• What to expect when you open the CSV file
• Turning CSV data into reports using Excel

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What Breadstack provides

• An Insights dashboard with high-level performance metrics, including sales and revenue trends; average order value; repeat customer rate; and sales by product, category or location

• Configurable reports and visualizations you can view within the platform, download as a PDF, or share via email

• The ability to export raw order data as a CSV file

After you export your data

Once you've downloaded your data, any additional work—such as cleaning data, restructuring columns, creating pivot tables, or building custom sales reports—is completed using third-party tools like Excel.

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Exporting your raw orders CSV

To export your orders data:

1. Navigate to Online Store > Orders.

2. Open the Filters menu to refine your list. You can filter by Order Status, Payment Type, Fulfillment Type, Order Time, and other available options.

3. Click Apply to update the order list.

4. In the top-right corner, click Export.

Your file will automatically download as a CSV.

The exported file includes only the orders that match the filters you applied at the time of export.

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What’s included in the CSV file

The CSV export contains raw order data, presented in a simple, unformatted table. Each row represents an order (or order line item, depending on the data available), and each column contains a specific data field, such as:

• Order identifiers

• Order and payment timestamps

• Order status and fulfillment type

• Store or location information

• Totals, taxes, discounts, and payment details

Because this is a raw export:

• No calculations, summaries, or charts are included

• Formatting (such as currency or date display) is not applied

• Some fields may be blank depending on how the order was created or fulfilled

This structure is intentional and designed to give you maximum flexibility when working with the data in other tools.

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Turning CSV data into reports using Excel

If you’re new to Excel or want to build custom reports from your exported CSV file, the following resources can help you clean and enhance your data, summarize results with PivotTables, and create visualizations:

🔹 Getting Started with Excel & Data Import

• Import data and create a data model in Excel
  Official Microsoft guide on bringing external data (like CSV files) into Excel and preparing it for analysis.

• Excel help & learning (Microsoft support hub)
  Microsoft’s general learning hub with videos, templates, and tips for basic tasks (filters, sorts, formatting, etc.).
  

🔹 PivotTables & Reporting

• Overview of PivotTables and PivotCharts
  PivotTables are an Excel tool that lets you quickly summarize, group, and analyze large sets of data by reorganizing rows and columns to show totals, counts, and trends. 

• How to create a PivotChart
  Step-by-step Microsoft support on adding charts that reflect PivotTable summaries.
  

🎥 Beginner-Friendly Video Tutorials

• How to Create Excel Pivot Tables & Charts (YouTube - beginner)
  A beginner walkthrough (video) for building PivotTables and visualizing results.
  

📊 Additional Excel Guides (Self-Paced)

• Excel: Data Cleaning & Analysis Tutorial (external course)
  A self-paced tutorial covering basics like lookups, filtering, pivot tables, and data cleaning.