How to Download CSV Files for Historical Orders

Download all information for Orders contained within the History section of ONYX Align.


Table of Contents


(1) Navigate to History

(2) Determine the group of Orders you wish to download information for

-Adjust the Date Range to the desired range

  • Apply a search query to filter the results based off of information provided in any one of the columns (Order Number, Order Name, Account, etc.)

(3) Select the "Download" button

Note: If you wish to download information for a specific Order, select the "More options" button for the Order and select "Download"

(4) Select the files you wish to download

File

Description

Order Overview

CSV file containing high-level Order information (Order Number, Order Name, Account, Total Order Price, etc.)

Order Details

CSV file containing data for all Order Items

Product Overview

CSV file containing high-level Product information (Product Number, Product Name, Total Product Price, etc.)

Product Details

CSV file containing data for all Product Items

Print Job Overview

CSV file containing high-level Print Job information (Job Number, Job Name, Total Job Price, etc.)

Print Job Details

CSV file containing data for all Print Job Items

Non-Print Job Overview

CSV file containing high-level Non-Print Job information (Job Number, Job Name, Total Job Price, etc.)

Non-Print Job Details

CSV file containing data for all Non-Print Job Items

Order History

CSV file containing all logged historical Order actions (Date, Action, Target, User)

Payment Breakdown

CSV file containing all payment transactions (Payment Method, Amount, Status, Transaction ID, User)

Price Breakdown

Group of CSV files including:

    • Order Price Breakdown

      • CSV file containing high-level Order price information (Subtotal, Discount Amount, Price After Discount, Total Tax, Total Order Price)

    • Product Price Breakdown

      • CSV file containing high-level Product price/cost information (Quantity, Cost per Product, Total Product Costs, Price per Product, Total Product Price, Product Margin %)

    • Print Job Price Breakdown

      • CSV file containing high-level Print Job price/cost information (Quantity, Cost per Job, Total Job Costs, Price per Job, Total Job Price, Job Overall Margin %)

    • Non-Print Job Price Breakdown

      • CSV file containing high-level Non-Print Job price/cost information (Quantity, Cost per Job, Total Job Costs, Price per Job, Total Job Price, Job Overall Margin %)

    • Print Job Components Price Breakdown

      • CSV file containing cost information for each component tied to the Print Job (Type, Item, Amount per Job, Unit, Cost per Unit, etc.)

    • Non-Print Job Components Price Breakdown

      • CSV file containing cost information for each component tied to the Non-Print Job (Type, Item, Amount per Job, Unit, Cost per Unit, etc.)

(5) Select "Download files"