For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/payments/export-sales-reports.md.
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  • Can I export the sales reports?

    Yes. In My Sales, use the Export button to download the full report as a CSV, ready to open in a spreadsheet or a BI tool.

    The file follows the filters applied on screen: export with the period and the filters you want in the report.

    Export only some sales

    In By sale mode, tick the box of the sales you want (or the header box, for every sale on the page) and click Export .csv in the bar at the bottom. The selection is kept when you change pages, so you can combine sales from different pages, up to 1000 at a time. Changing the filters or the view mode clears the selection.

    Matching the file with the payment system

    Right after the codigo column (the sale inside Clickmax), the file brings two columns to match each row with the charge on the payment side:

    ColumnWhat it is
    referenciaThe order's code in the payment system, the same one shown in the Reference column of the table and of the statement in My Wallet.
    hashDaTransacaoThe transaction's identifier in the payment system. It is empty (-) for sales where it was not provided.

    When you export by transaction, order bump rows repeat the sale's reference and transaction identifier: both belong to the whole order, not to each item.

    If it didn't work

    • You cannot see the Export button: confirm you have permission to access sales in Permissions.
    • The file came out empty: check there are sales in the filtered period before exporting.
    • Other sales questions: see the FAQ.