Export order data to Excel
Learn how to export order records in an Excel-friendly format.
Last updated: May 26, 2026
Overview
Order Excel export lets you take order data from Sanka and review it in a format that is easy to use for internal checks, reporting, and sharing.Use it when Excel is easier than CSV for month-end review, fulfillment checks, customer-specific summaries, or operational handoffs.
Export order data
- Open the Orders object in Sanka.
- Filter the list by status, customer, order date, or other conditions as needed.
- Use the export action from the list view and choose the Excel format.
- Confirm the export conditions and start the export.
- Download the generated file and review it in Excel or a spreadsheet tool.
Check before exporting
- The list filters match the order records you want to export
- Date conditions such as order date or delivery date are correct
- Customer, item, amount, and status fields needed for review are included
- Sensitive notes or personal information are removed before external sharing
Common use cases
- Month-end sales review
- Fulfillment and delivery checks
- Customer-level order summaries
- Internal reporting and meeting materials
- Data review before handoff to another system
