When they search, make sure they find you!
(978) 252-0300 info@insightdezign.com

Insight Dezign

When they search, make sure they find you.

CSV Export

Export your payment link log as a CSV file for reporting, accounting, or record-keeping. The export integrates with your current filters, so you can download exactly the data you need.

How to Export

  1. Navigate to Payment Links > Log.
  2. Optionally, apply filters to narrow down the data — set a status filter, date range, or search term.
  3. Click the “Export CSV” button at the top of the log page.
  4. Your browser will download the CSV file automatically.

Filter-Aware Export

The export respects your current filters. This is a key feature for generating targeted reports:

  • If you’ve filtered by status “Sent”, only successfully sent entries are exported
  • If you’ve set a date range, only entries within that period are included
  • If you’ve entered a search term, only matching entries are exported
  • If no filters are applied, the entire log is exported

This lets you create reports like “all sent emails in January 2025” or “all failed emails for client Smith” with just a few clicks.

File Format

The exported file is named using the pattern payment-log-YYYY-MM-DD.csv, where the date is the current date. For example: payment-log-2025-01-15.csv.

The CSV file includes the following columns:

  • First Name
  • Last Name
  • Email
  • Amount
  • Payment Link
  • Subject
  • Status
  • Date

Excel Compatibility

The CSV file includes a UTF-8 BOM (Byte Order Mark) at the beginning of the file. This ensures that special characters — such as accented names, currency symbols, and non-Latin characters — display correctly when the file is opened in Microsoft Excel. Without the BOM, Excel may misinterpret the character encoding and display garbled text.

The file opens correctly in Google Sheets, LibreOffice Calc, Apple Numbers, and any other spreadsheet application that supports CSV.

Technical Details

The export uses the admin_post_idplg_export_csv action hook. The request includes nonce verification for security, ensuring that only authenticated administrators can trigger the export. The CSV is generated server-side and streamed directly to the browser as a file download — no temporary files are created on the server.

Tip: Set up a monthly routine of exporting your log as CSV. This gives you an offline backup of your payment link activity and a convenient format for sharing with your accountant or bookkeeper.