Zest's Reports feature lets you export order and customer data directly from your dashboard as a CSV file — no need to contact Zest support. Exports include your complete dataset with no row limit, making them ideal for financial reconciliation, fulfillment tracking, customer analysis, and auditing customer data across your storefronts.
Before you export, make sure you have the following ready:
Access to the Reports section in your Zest dashboard.
A clear understanding of which data you need: Child Orders (recipient/order-level data) or Transactions (payment-level data).
Any filters or column selections configured so your export contains only the data you need.
Choose Your Report Type
Zest offers two report types. Select the one that matches your use case before exporting.
Child Orders — Use this report for customer and recipient data, fulfillment tracking, product analysis, and order-level reconciliation. This report shows one row per recipient/Child Order.
Transactions — Use this report for payment and revenue data, refund monitoring, and invoice-level financial analysis. This report shows one row per payment or refund.
Build and Configure Your Report
Step 1: Open a New or Saved Report
Click Reports in the left sidebar.
To start fresh, click New exploration and select either Child Orders or Transactions as your data source.
To use an existing report, select it from the saved reports list.
Step 2: Select Your Columns
Click Columns.
Check or uncheck columns to add or remove them from your report.
Click Apply. The preview table updates immediately.
For customer data exports, consider including: Customer Name, Customer Email, Customer Company, Recipient Name, Recipient Email, Recipient Address fields, and Storefront Name.
Step 3: Filter Your Data
Click Filters.
Select the column you want to filter by.
Choose a filter operator (for example, "Is between" for a custom date range, or "Is" for a specific storefront).
Enter the filter value.
Click Apply.
Active filters appear as tags below the controls. Click the × on any filter tag to remove it. All filters are applied together using AND logic.
Step 4: Sort Your Results
Click Sort.
Choose a column and select ascending or descending order.
Alternatively, click any column header in the preview table to sort by that column.
Export Your Report to CSV
The preview table shows only up to 1,000 rows. Export to CSV to access your complete dataset with no row limit.
Click Export.
Enter a name for your export.
Click Export.
The export runs in the background. You will receive an email when it is ready.
Download Your Export
Go to the Reports page and click View exports.
Find your export in the list.
Click Download to receive a ZIP file containing your CSV.
Note: Download links expire after a short time. If your link has expired, return to the exports list and click Download again. Export statuses progress from Pending → In progress → Completed. If an export shows as Failed, try exporting again.
Save Your Report for Future Use
If you plan to run this export regularly, save your configuration so you don't have to rebuild it each time.
Configure your columns, filters, and sort.
Click Save as report.
Enter a name and optional description.
Click Save.
Saved reports with relative date filters (such as "Is in previous 30 days") stay current each time you open them, so your export will always reflect up-to-date data.
Frequently Asked Questions
How do I export data for a specific storefront?
In either report type, add a filter on the Storefront Name column using the "Is" operator and enter your storefront's name. You can also use the Channel column to filter by Self-Service (storefront) orders.
Can I export data across multiple months?
Yes. Use the "Is between" date filter on the Order Submitted Date (Child Orders) or Transaction Date (Transactions) column to query any custom date range across months.
How do I export recipient mailing addresses?
Use the Child Orders report and add the following columns: Recipient Name, Recipient Address 1, Recipient Address 2, Recipient City, Recipient State, Recipient Postal Code, Recipient Country, and Recipient Phone.
Can I access report data via API?
API access is not currently available as a self-serve feature. Reach out to Zest support with your use case to discuss options.