Exporting Data - Document Exports

For reporting or other purposes you are able to extract data from Billoid. The export function is working the same way for both advertiser and affiliate side. For both sides you are able to choose between a document or user export where there are only a few differences.

Export document data

In a first step you have to determine the format settings for your CSV file (number and CSV format). Below you are able to design your individual CSV file structure by clicking together the fields you want to add (“Add field”). Fill in the “Caption” field the name of the column and choose the variable in the drop down list. After you chose the fields (columns) you want to have in your CSV file you can save the preset for regular exports on the “Save preset” button.

On the right side of the page you are able to mark the type of documents you want to export and how they should be filtered if needed. Furthermore you can define the time range for the export.

If you want to NOT export draft documents, you have to select "skip drafts" before downloading the CSV. Same is with cancellation documents or cancelled documents.

Important: The time range refers to the invoice date and not to the period of performance!