> For the complete documentation index, see [llms.txt](https://easify.gitbook.io/easify-product-options/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easify.gitbook.io/easify-product-options/analytics-and-orders/view-export-orders-and-order-files.md).

# View, Export Orders & Order Files

Use the Orders page to find orders containing Easify options and review exactly what customers selected. When you need a production sheet or a batch of uploaded files, export them from Easify with the option details included.

{% hint style="info" %}
**Viewing orders and downloading files within one order** are available on **Pro** and **Premium**.

**Export orders with options** and bulk file exports require **Premium**.
{% endhint %}

## Find the Orders You Need

{% stepper %}
{% step %}

### Open the order list

Go to Easify Product Options → Orders → **Fulfillment Overview**. Scroll below the charts to the order list. You can also use View orders from Analytics → **Sales performance** to open Orders, then check the active dates and filters.
{% endstep %}

{% step %}

### Choose dates and search

Set the reporting period at the top of Orders. Click **Search and filter results** above the list and enter an order number to locate a specific order.
{% endstep %}

{% step %}

### Apply the relevant filters

Use one or more of the filters below. The list updates to reflect your selection. Clear filters or cancel the search when you want to return to a broader list.
{% endstep %}

{% step %}

### Set the table up for your task

Use **Sort the results** to choose the field and direction, such as date, total, or add-on sales. Open **Customize table column order and visibility** to choose which columns to show and their order.
{% endstep %}
{% endstepper %}

## Available Filters

* Fulfillment status: narrow results by Unfulfilled, Partially fulfilled, or Fulfilled.
* File uploads: find orders with uploaded files or without uploads.
* Add-ons: find orders with add-on prices, add-on products, or both.
* Tagged with: find orders carrying the selected tags.
* Overdue orders: find unfulfilled orders that exceed the overdue threshold.
* Need attention: find orders carrying tags configured to count as needing attention.
* Option set: narrow results using your option sets and their nested options or values.

{% hint style="info" %}
An order without an uploaded file does not automatically mean a customer omitted a required file. Check whether that order actually contains a file-upload option and whether the upload was required.
{% endhint %}

## Filter by Option Set, Option, or Value

Open Option set and use Search options to locate the relevant configuration. Expand the arrow beside a set to inspect its options and the available values. Select the level that matches your task: the whole set for a broad list, or a specific option/value for a narrower list.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F39Wroxc7weThSt5d1YKG%2Forders-filter-tree-fresh-balanced.png?alt=media" alt="Expand an option set and option to select a specific value, such as Finish → Gold."><figcaption><p>Expand an option set and option to select a specific value, such as Finish → Gold.</p></figcaption></figure>

For example, select a gift-option set to review all orders using that set, then narrow to a specific paid choice when you need a production batch for that choice. Always check the resulting rows before exporting.

## Inspect an Order

### Order and option details

Click the order number to open its details. In the table, click the count under **Options summary** to inspect the products and selected options without leaving the list. Details are grouped by product and include quantities and selected values. Long text can appear as a shortened preview, so open the full order when you need to read the complete entry.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Franx0Vr3mH3aH4VuZy57%2Foptions-summary-fresh-balanced.png?alt=media" alt="Options summary groups the customer&#x27;s selections by product and quantity."><figcaption><p><strong>Options summary</strong> groups the customer's selections by product and quantity.</p></figcaption></figure>

The Add-on sales column shows the additional charges from paid options and add-on products in the order, including purchased quantities. It is different from Total, which is the order's full value.

### Files

Click the file count in the Files column to see the available files grouped with their product. Open an individual file link to inspect it, or choose **Download all files** to download the available files for that order together.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FrJDW5VgyC9QzWcTL07Uj%2Forder-files-fresh-balanced.png?alt=media" alt="A file popover shows its product, option, file link, and Download all files action."><figcaption><p>A file popover shows its product, option, file link, and <strong>Download all files</strong> action.</p></figcaption></figure>

### Notes

If the Notes column is shown, use its icon to inspect a saved order note. An empty note does not mean the order has no options; **Options summary** is the place to review the customer's selections.

## Export Order Data with Options

{% stepper %}
{% step %}

### Choose the orders

For a specific batch, select the checkboxes beside the orders you want. Click **Export orders with options** at the top of the page, or use the order-export action in the bulk selection bar.
{% endstep %}

{% step %}

### Choose the export scope

In **Export** orders, choose **Current page**, Selected, or By filters. Selected is available after you select orders. By filters exports the matching result set, so check your date range and other active filters first.
{% endstep %}

{% step %}

### Choose the option-value layout

Select **Each value in a row** if you want values listed separately, or **Values grouped into columns** if you want a wider sheet with values arranged across columns.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FWuG1V1iHpyE0b83EMhZJ%2Fexport-orders-fresh-balanced.png?alt=media" alt="Choose the order scope and the layout of option values before exporting."><figcaption><p>Choose the order scope and the layout of option values before exporting.</p></figcaption></figure>
{% endstep %}

{% step %}

### Start the export

Click **Export** and allow the app to prepare the file. Larger result sets can take longer. Review the exported order numbers and option details before handing the sheet to your production team.
{% endstep %}
{% endstepper %}

## Export Files from Multiple Orders

{% stepper %}
{% step %}

### Open the file export

Click **Bulk export uploaded files** at the top of Orders. Alternatively, select orders and use the bulk file-export action.
{% endstep %}

{% step %}

### Set the scope and folders

Choose **Current page**, Selected, or **By filters**. Under File organization, select Each order as a folder to keep orders separated, or All files in one folder for a combined batch.
{% endstep %}

{% step %}

### Choose file sources

Under Source, select **Customer uploaded files**, **Preview files**, Print files, or the combination you need. Customer uploaded files are the original uploads. Preview files show the customer's design preview. Print files are the production files generated from your configured print areas.

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FZYoaNzaq0Hlh6bnzjwRx%2Fbulk-files-fresh-balanced.png?alt=media" alt="Bulk file export includes folder organization, naming, and file-source choices."><figcaption><p>Bulk file export includes folder organization, naming, and file-source choices.</p></figcaption></figure>
{% endstep %}

{% step %}

### Review names and export

Use the available naming fields and tokens to identify files by details such as order, product, variant, option, and original filename. Preserve any required naming tokens indicated in the form. Click **Export** to prepare the ZIP, then check its contents.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Preview files** and **Print files** serve different purposes. A visual preview is not automatically a production-ready print file. Print files are available only for order items with the required Print Files setup.
{% endhint %}

{% hint style="success" %}
[Print Files in Your Orders](/easify-product-options/product-personalizer-live-preview/set-up-print-files/print-files-in-your-orders.md) explains how to find and download production files.
{% endhint %}

## Frequently Asked Questions

<details>

<summary>Why is Selected disabled in the export window?</summary>

Close the window and select at least one order using its checkbox, then open the export again.

</details>

<details>

<summary>Why are fewer files exported than orders?</summary>

Some orders have no files from the sources you selected. Check the order's Files details and, for print files, whether that item had the required print-area setup. An order-data export and a file export contain different kinds of information.

</details>

<details>

<summary>Why can't I find an older uploaded file?</summary>

Check Settings → Advanced Settings → Orders for your file-retention setting. The current setting is counted from the upload date, not the order date; changes affect new uploads while earlier uploads keep their original deletion date. Contact support if an expected file is unavailable.

</details>

<details>

<summary>Can I use Shopify's normal order export instead?</summary>

Shopify's standard order export does not provide the same Easify option summary. Use **Export orders with options** when the customization details need to travel with your order sheet.

</details>

## Need Assistance?

If you have any questions or need help with viewing orders or exporting order data and files, contact our support team through the in-app live chat. We're happy to help!