How to Download Order Details

Need to review who received what, or keep a record of your team’s recognition history? You can quickly download details for any order—open or completed—right from your dashboard.

🛠️ Step-by-Step: How to Export Order Data

1. Access your Orders tab
   1. Log in to your account
   2. Click on the “Orders” tab from your dashboard
2. Choose the order you need
   1. Find the order you’d like to export
   2. Click the three dots (⋮) next to the order
3. View recipient details
   1. Select “View Recipients” from the dropdown menu
   2. This opens the full list of recipients and their gift status
4. Download the data
   1. Click “Download Order Data” to export a .CSV file with recipient names, gift choices (if applicable), status, and delivery info

💡 Why use this feature?

• Keep a record of your team’s gifting activity
• Review shipping progress and gift statuses
• Organize follow-up or internal reporting
• Share impact summaries with leadership