Payments List
Export Your Payment Data as CSV Files
Your mydakis account allows you to export your data as CSV (Comma Separated Value) files, giving you a flexible way to build custom reports. Whether you need to review your product catalog, pull a list of recent orders, analyze payment history, or audit your customer database, the export process allows you to filter your data first and then download exactly what you need.
This guide covers how to export data from your Payment List
Important: You must be logged in as a Buyer, Admin, or Owner to complete an export. The Task History page, where completed export files are downloaded, is only accessible to these roles. Customer Service users do not have access.
Exporting Payments
You can export your payment data to a CSV file to track your cash flow, generate custom financial reports, and share transaction records with your accountant.
Step 1: Navigate to the Payments Page
From the main menu, go to Orders, then select Payments.
Step 2: Filter Your Payments
As with all exports, the export will only include the payments that match your current search and filters.
You can use the search bar to quickly find specific records. The search will look across multiple fields, including order ID, payment type, and store.
For more precise results, use the available filters to narrow down your data:
Payment Status: Filter by status such as Refunds, Authorized (not yet captured), Errors, Voids, etc.
Payment Method: Filter by method such as dakis Pay, Cash, credit card, or other payment types.
Store: Filter by store location. Point of Sale orders are associated with the store where they were placed. Online orders are associated with your default store or the store selected as a pickup location.
Date Range: Select a start and end date to capture a specific reporting period.
Step 3: Start the Export
Once your payment list is filtered, click the CSV EXPORT button, then click the export button in the modal that appears.
Step 4: Download Your Export File
You will be redirected to the Task History page.
Wait for the process to complete. Once a success notice appears, click the download arrow to save the CSV file to your computer.
Using Exports as Custom Reports
The export feature across all areas of mydakis is essentially a way to build custom reports tailored to your business needs.
Payment exports let you generate custom cash flow reports (tracking what came in, what went out, and by which payment methods).
These reports can be generated on whatever schedule works best for your business. Some stores generate reports daily, especially larger operations that send transaction summaries to their accountant each day. Smaller stores may run reports weekly or even biweekly. The frequency is entirely up to you and your organizational preferences.
Note: Because mydakis is a unified commerce platform, your reports will include both in-store and online transactions. Keep this in mind when choosing your date ranges, for example, you may want to set your cutoff at store closing time so that online orders received after hours appear in your next report.