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Patient Copilot Help Center

Export or Download Orders as CSV

This help guide explains how to export Orders records into a CSV file for reporting, reconciliation, financial analysis, fulfillment, and product performance tracking. * * * ## Overview The Orders CSV Export feature allows you to download detailed order records from your Payments → Orders dashboard. You can export: - All Orders, or - Only Orders that match filters/search selection Exports are sent via email as a secure download link. * * * ## How to Export Orders 1. Go to Payments → Orders 2. (Optional) Apply filters such as: - Order status - Date range - Source type (Funnel, Payment Link, Store Checkout, etc.) - Product type (one-time vs recurring) 3. Click Download 4. Check your email for the download link > Security Reminder: The export link expires after 7 days. > If expired, simply start a new export. * * * ## Understanding the CSV Format Orders may include multiple: - Products - Taxes Therefore, a single order can spread across multiple rows in the file. This helps display product-level pricing and tax clarity needed for bookkeeping and analytics. * * * ## **Data Consistency Guarantees (Exports Upgrade) ** Orders exports are formatted for reliable reconciliation and reporting across product, tax, and payment fields. 0 vs blank values - 0 appears only when the field applies and the value is truly zero.

  • Blank appears only when the field does not apply (for example, a payment method on an unpaid order). Stable structure for reporting - Column ordering is consistent to support pivots, imports, and BI pipelines.
  • Multi-row orders are expected when products and tax entries exist; use Internal order id when grouping totals. * * * ## Column Reference Guide (with examples) | Column Name | Description | Example | | --- | --- | --- | | Internal order id | Patient Copilot internal identifier for the order | 69369a9968f735180bfeb6ed | | Location id | Sub-account identifier | NyGCsdhgRZ8Ffa8Ssagfhd | | Customer id | ID of the customer who placed the order | jbtyjkzMjvd8cLi9HUC | | Customer name | Customer display name | Jordan Lane | | Customer email | Email collected via checkout | [email protected] | | Customer phone | Phone collected via checkout | +44 7700 900111 | | Payment method | Method collected during checkout; blank if unpaid order | Credit Card, Cash, Instant Transfer | | Currency | Currency of product pricing | USD | | Sub total | Total value of items before discount & exclusive taxes | 120.00 | | Discount | Discounts applied to the order | -20.00 | | Total tax amount (excluded in prices) | Tax added on top of subtotal | 8.40 | | Total tax amount (included in prices) | Tax already part of item prices | 0.00 | | Total amount | Total payable after discounts + taxes + misc charges | 108.40 | | Coupon code | Code used at checkout (if any) | SPRING20 | | Status | Order’s Payment status | Completed, Pending | | Live mode | Confirms Test vs Live environment | Yes, No | | Total products | Total number of products in the order | 3 | | One-time products | Number of one-time products in order | 2 | | Recurring products | Number of subscription products in order | 1 | | Source type | Entry point where order was created | Store Checkout, Form, Funnel | | Source id | Internal ID of the source | afalfgn4ag12neogho | | Source name | Display name of the source | Gift Card Store | | Order date | Date the order was finalized | Dec 10, 2025 | | Order time | Time the order was finalized | 10:45 AM | | Timezone | Timezone of the order record | America/Chicago | | Line item name | Product name | Premium Coaching Plan | | Line item quantity | Quantity purchased of this product | 1 | | Line item price | Price per unit of product | 100.00 | | Line item discount | Discount allocated to this line | 20.00 | | Line item subtotal | Subtotal for the product line | 80.00 | | Line item product id | System identifier for product | prod_52ZS | | Line item price id | Identifier for price or variant | price_00382 | | Tax name | Tax type applied | Sales Tax | | Tax amount | Amount of tax for this line | 5.60 | | Address line 1 | Shipping/billing street (if captured) | 123 Main St | | City | City | Austin | | State | State/Region | TX | | Country | Country | US | | Postal code | Zip or postal code | 73301 | | Processing charge name | Any miscellaneous charge name | Handling Fee | | Processing charge amount | Value of misc charge | 2.80 | * * * ## How Multi-Row Orders Work (Important) Example 1: A single order with: - 2 taxes - both exclusive The CSV could generate a total of 6 rows: - 2 rows for each products - 6 rows for taxes, where tax amount against each tax name for each product is a new row → All share the same Order id Example 2: A single order with: - 2 taxes - both exclusive on product 1, both inclusive on product 2 and no tax on product 3. The CSV could generate a total of 5 rows: - 2 rows for 2 products and 1 row for the 3rd product - 4 rows for taxes i.e. first 2 taxes are in the format <Tax Name 1> and <Tax Name 2> and next 2 taxes are in the format <Tax Name 1 (Included in prices)> and <Tax Name 2 (Included in prices)>; 5th row doesn’t have any values in the tax columns → All share the same Order id * * * ## FAQs ### 1. Why am I seeing multiple rows for the same order? Because each product and product tax requires a separate accounting line for accurate reporting. ### 2. Why is Payment Method empty on some orders? Orders only show a payment method if a transaction occurred. ### 3. Will unpaid or abandoned orders be included? Yes — unless filtered out. ### 4. Can I check subscription billing details from this export? This export shows order-level subscription presence (count), not subscription billing history. Use Subscriptions CSV Export for that. ### 5. Can I re-export past orders? Yes — exports are always generated fresh. ### 6. Who can download order exports? Users with permissions to: ✔ View Orders ✔ Export Orders