---
title: "User Guide - Order Export"
description: "This guide will help you export your orders from Sistrack efficiently. There are two main export methods, each designed for…"
url: https://sistrack.com/en/docs/export/guia-usuario/
category: export
section: docs
updated: 2026-07-29
---


*Markdown version for agents. This page on the web: https://sistrack.com/en/docs/export/guia-usuario/*


# User Guide - Order Export


## 🎯 Introduction

This guide will help you export your orders from Sistrack efficiently. There are two main export methods, each designed for different needs.

## 📋 Export Methods

### Method 1: Direct Export (From the List)

This option is ideal when you need to export specific orders you've already identified in the list.

#### Steps:

1. **Go to the order list**
   - Access **Orders** from the main menu
   - You'll see the table with all your orders

2. **Select the orders to export**
   - Check the box at the start of each row
   - You can select multiple orders
   - Use the header checkbox to select all visible ones

3. **Start the export**
   - Once orders are selected, the **Bulk Actions** panel will appear
   - Click **"Export to Excel"**
   - The file will download automatically

#### Advantages:
- ✅ Instant download
- ✅ Visual order selection
- ✅ Ideal for small exports

#### Limitations:
- ⚠️ Only exports manually selected orders
- ⚠️ Maximum based on current pagination

---

### Method 2: Bulk Export (With Filters)

This option is perfect for exporting large volumes of data based on specific criteria.

#### Steps:

1. **Access the export tool**
   - Go to **Orders** → **Export to Excel** (button in the top corner)

2. **Configure the filters**

   **📅 Date Range (Required)**
   - **Start date**: Select from when to export
   - **End date**: Until when to export
   - ⚠️ Maximum 90-day range

   **📦 Order Status (Optional)**
   - Select a specific status
   - Leave as "All statuses" to include everything

   **👤 Additional Filters** (Based on your permissions)
   - **Created by**: Filter by creating user (Admin/Manager only)
   - **Courier**: Filter by assigned courier (Admin/Manager only)

3. **Start the process**
   - Click **"Export orders"**
   - You'll see a confirmation message
   - The system will process your request in the background

4. **Receive the file**
   - You'll get an email when it's ready
   - The email will include a download link
   - The link is valid for 24 hours

#### Advantages:
- ✅ Export large volumes
- ✅ Advanced filters
- ✅ Doesn't block your browser
- ✅ Optimized processing

#### Limitations:
- ⚠️ Requires waiting for processing
- ⚠️ Maximum 90 days per export

---

## 🔒 Permissions and Restrictions

### For **Client**-type users:

**You can export:**
- ✅ Your own orders
- ✅ Filter by date
- ✅ Filter by status

**You CANNOT:**
- ❌ Export other users' orders
- ❌ Filter by creator
- ❌ Filter by courier

### For **Admin/Manager**-type users:

**You can export:**
- ✅ All orders in the system
- ✅ Filter by any criterion
- ✅ See all users' orders
- ✅ Generate full reports

---

## 📊 Excel File Content

The exported file includes the following columns (updated April 2026):

| # | Column | Information |
|---|---------|-------------|
| 1 | **#** | Internal order ID |
| 2 | **ORDER ID** | External reference (e.g., your e-commerce ID) |
| 3 | **SENDER** | Sender's name |
| 4 | **FROM** | Sender's city |
| 5 | **RECIPIENT** | Recipient's name |
| 6 | **RECIPIENT ADDRESS** | Delivery address (street + number) |
| 7 | **NEIGHBORHOOD** | Recipient's neighborhood/borough/suburb |
| 8 | **CITY** | Destination city |
| 9 | **STATE** | Destination state/province |
| 10 | **COUNTRY** | Country code (e.g., ES, MX, US) |
| 11 | **POSTAL CODE** | Destination postal code |
| 12 | **PHONE** | Recipient's phone number |
| 13 | **KG / LB** | Package weight (in the tenant's unit) |
| 14 | **DECLARED VALUE IN <currency>** | Value for insurance/customs. **NOT** charged |
| 15 | **COD AMOUNT IN <currency>** | Money the courier collects from the recipient |
| 16 | **DESCRIPTION** | Package content |
| 17 | **PACKAGES** | Number of packages |
| 18 | **SHIPPING COST IN <currency>** | Shipping service rate |
| 19 | **SERVICE TYPE** | Contracted service (e.g., Express 24h, Standard) |
| 20 | **DELIVERY DATE** | Date and time delivered (if already delivered) |
| 21 | **NOTES** | Notes for the courier |
| 22 | **CREATED BY** | User who created the order |
| 23 | **CREATION DATE** | When the order was created |
| 24 | **DISPATCH DATE** | When it went out on route |
| 25 | **COURIER NAME** | Assigned courier |
| 26 | **SHIPMENT STATUS** | Current status (Preparing, In transit, Delivered, etc.) |
| 27 | **PAYMENT STATUS** | Shipping payment: Paid / Not Paid / Pending |

> **COD vs. Declared Value**: these two columns (14 and 15) are deliberately kept separate because they mean different things. **Declared Value** is the value of the goods for insurance or customs purposes and is **never** charged. **COD** is the money the courier physically collects from the recipient upon delivery. An order can have Declared Value without COD, COD without Declared Value, both, or neither.

---

## 💡 Tips and Best Practices

### For Efficient Exports:

1. **Use specific date ranges**
   - Avoid exporting "the whole year"
   - Split into monthly periods if you need a lot of data

2. **Apply filters whenever possible**
   - Reduces data volume
   - Speeds up processing

3. **Plan large exports**
   - Do them during lower-activity hours
   - The system will notify you when it's ready

4. **Check your email**
   - Make sure your email is up to date
   - Check your spam folder if you don't get the notification

### Common Use Cases:

#### 📈 **Monthly Report**
1. Use bulk export
2. Select the first and last day of the month
3. Leave "All statuses"
4. Export and analyze in Excel

#### 🔍 **Specific Order Audit**
1. Use the list with filters
2. Find the orders you need
3. Select them manually
4. Export directly

#### 💼 **Customer Report**
1. Use bulk export
2. Filter by the requested period
3. If you're an Admin, filter by the customer's user
4. Export and share the file

---

## ❓ Frequently Asked Questions

### Why can't I export more than 90 days?

For performance reasons and to ensure the process completes successfully. If you need more data, run multiple exports.

### How long does a bulk export take?

Depends on the data volume:
- < 1,000 orders: 1-2 minutes
- 1,000-10,000 orders: 2-5 minutes
- > 10,000 orders: 5-15 minutes

### Why didn't I receive the email?

1. Check your spam folder
2. Confirm your email is correct on your profile
3. Wait at least 15 minutes
4. If it persists, contact support

### Can I schedule automatic exports?

Not currently, but you can set up reminders to do it manually on a regular basis.

### Does the file include sensitive information?

The file only includes information you have access to based on your permissions. Sensitive data like passwords is never exported.

### What do I do if the file is corrupted?

1. Try downloading it again
2. Check that you have Excel or compatible software
3. If it persists, request a new export

---

## 🆘 Support

If you run into problems with the export:

1. **Check your permissions** - Make sure your role includes order export
2. **Review the filters** - Confirm the date range is valid
3. **Contact support** - Provide:
   - Date and time of the attempt
   - Filters used
   - Error message (if any)
   - Your user role

---

## 🔄 Recent Updates

- **v2.1**: Added courier filter
- **v2.0**: Implemented asynchronous export
- **v1.5**: 90-day limit per export
- **v1.0**: Direct export from the list

---

*This documentation is updated regularly. Last reviewed: January 2025*