Revenue Report Export

Pro Plan

Export your revenue data for external analysis, reporting, or integration with other business tools.

Manual Export

From Revenue Dashboard

1. Go to Analytics → Revenue
2. Set date range and filters
3. Click "Export" button
4. Choose format
5. Download file

Export Options

Format	Best For
CSV	Excel, Google Sheets, databases
Excel	Formatted spreadsheets
PDF	Presentations, sharing
JSON	API integration, developers

Quick Export

Export Revenue Report

Date Range: Last 30 days
Filters: None
Format: CSV

[Download]

Export Contents

Revenue Summary Export

What's included:

Field	Description
Date	Transaction date
Revenue	Transaction amount
Order ID	Unique identifier
Source	Traffic source
Medium	Marketing medium
Campaign	Campaign name
Currency	Transaction currency

Sample CSV Output

date,revenue,order_id,source,medium,campaign,currency
2025-01-15,149.99,ORD-12345,google,cpc,spring_sale,USD
2025-01-15,99.00,ORD-12346,direct,,none,USD
2025-01-14,249.50,ORD-12344,email,newsletter,jan_promo,USD
2025-01-14,79.99,ORD-12343,google,organic,,USD

Detailed Transaction Export

Enterprise Plan

Additional fields available:

Field	Description
items	Product details
quantity	Items purchased
category	Product categories
coupon	Coupon code used
shipping	Shipping cost
tax	Tax amount
visitor_id	Unique visitor
session_id	Session identifier

Filtered Exports

By Source

Export revenue for specific source:

1. Go to Revenue → By Source
2. Click source name
3. Export filtered data

By Campaign

Export campaign performance:

1. Apply campaign filter
2. Set date range
3. Export

By Product

Enterprise Plan

Export product-level data:

product_id,product_name,category,revenue,quantity,orders
SKU-001,Blue Widget,Widgets,4249.15,85,85
SKU-002,Red Widget,Widgets,3099.38,62,62
SKU-003,Widget Bundle,Bundles,7495.50,50,50

Scheduled Exports

Set Up Automated Reports

Scale Plan

1. Go to Agency → Export tab (requires Scale plan)
2. Click "Create Schedule"
3. Configure options
4. Save

Schedule Options

Option	Choices
Frequency	Daily, Weekly, Monthly
Day	Day of week/month
Time	Hour to generate
Format	CSV, Excel, PDF
Recipients	Email addresses

Example Schedule

Scheduled Report: Weekly Revenue Summary

Frequency: Weekly
Day: Monday
Time: 8:00 AM
Format: Excel
Recipients:
  - cfo@company.com
  - marketing@company.com

Contents:
• Revenue by source
• Revenue by campaign
• Week over week comparison

Managing Schedules

View and edit schedules:

1. Go to Agency → Export tab
2. See all active schedules
3. Edit or delete as needed

Report	Frequency	Last Sent	Status
Weekly Revenue	Weekly	Jan 13	Active
Monthly Summary	Monthly	Jan 1	Active
Daily Sales	Daily	Today	Active

API Export

Revenue Endpoint

GET /api/v1/revenue
  ?start_date=2025-01-01
  &end_date=2025-01-31
  &format=json

Headers:
Authorization: Bearer {api_key}

Response

{
  "data": [
    {
      "date": "2025-01-15",
      "revenue": 149.99,
      "order_id": "ORD-12345",
      "source": "google",
      "medium": "cpc",
      "campaign": "spring_sale",
      "currency": "USD"
    }
  ],
  "meta": {
    "total_revenue": 45230.50,
    "transaction_count": 412,
    "date_range": {
      "start": "2025-01-01",
      "end": "2025-01-31"
    }
  }
}

Pagination

For large exports:

GET /api/v1/revenue
  ?start_date=2025-01-01
  &end_date=2025-01-31
  &limit=1000
  &offset=0

Filtering via API

Available filters:

Parameter	Description
source	Traffic source
medium	Marketing medium
campaign	Campaign name
min_value	Minimum transaction
max_value	Maximum transaction
currency	Filter by currency

Data Warehouse Integration

Export to Data Warehouse

Enterprise Plan

Connect directly to:

• BigQuery
• Snowflake
• Redshift
• Databricks

Setup

1. Go to your domain settings → Integrations tab
2. Select your warehouse
3. Provide credentials
4. Configure sync frequency
5. Map tables

Sync Options

Option	Description
Full sync	Complete data refresh
Incremental	New data only
Real-time	Stream as it happens

Export Best Practices

Choose Right Format

Use Case	Recommended Format
Spreadsheet analysis	CSV or Excel
Sharing with stakeholders	PDF
System integration	JSON
Data warehouse	API

Date Range Considerations

For accurate data:

• Allow 24-48 hours for processing
• Consider timezone settings
• Match to business periods

Large Exports

For large data sets:

• Use API with pagination
• Schedule overnight
• Use data warehouse sync

Common Export Uses

Financial Reporting

Export for accounting:

• Monthly revenue reconciliation
• Tax reporting
• Audit documentation

Marketing Analysis

Export for marketing:

• Campaign ROI analysis
• Channel performance
• Attribution modeling

Business Intelligence

Export for BI tools:

• Tableau
• Power BI
• Looker
• Custom dashboards

Spreadsheet Analysis

Export for deep-dives:

• Pivot tables
• Custom calculations
• Trend analysis

Troubleshooting

Export Not Downloading

If export doesn't download:

• Check popup blocker
• Try different browser
• Reduce date range

Data Seems Incomplete

If data appears missing:

• Verify date range
• Check filters applied
• Allow processing time

Format Issues

If file doesn't open correctly:

• Verify file extension
• Check encoding (UTF-8)
• Try different application

API Errors

Common API issues:

Error	Solution
401 Unauthorized	Check API key
429 Rate Limited	Reduce request frequency
400 Bad Request	Verify parameters
504 Timeout	Reduce date range

Privacy & Security

Exported Data

Exports may contain:

• Revenue amounts
• Order IDs
• Source information
• No personal user data by default

Access Control

Control who can export:

• Set permissions by role
• Audit export activity
• Limit scheduled report recipients

Data Retention

Exported files:

• Not stored by Zenovay
• Delivered to your email/system
• Your responsibility to secure

Next Steps

• Revenue tracking
• Revenue by source
• API overview