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Automattic / woocommerce-payments

Accept payments via credit card. Manage transactions within WordPress.
https://wordpress.org/plugins/woocommerce-payments/
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Downloaded or Emailed columns to match WooCommerce table #8183

Open sverleis opened 9 months ago

sverleis commented 9 months ago

Description

When downloading a report from WooPayments, ideally the column structure of the download (or email) should match the values displayed.

Acceptance criteria

Designs

Testing instructions

  1. Go to Transactions.
  2. Download the report via the download button.
  3. Columns should match what is displayed.
  4. To download all column data, allow for some form of selection, as is available with Stripe via the Export button:
image

Additional context

haszari commented 8 months ago

When downloading a report from WooPayments, ideally the column structure of the download (or email) should match the values displayed.

I agree! @sverleis can you add a comment (or edit description) to clarify the current buggy behaviour? Helpful to understand what columns are missing/added, in wrong order, etc.

Next steps here would be to test and elaborate what's buggy/broken and then we can better understand priority.

glagonikas commented 8 months ago

This came up while trying to export a report for our bookkeepers, that wouldn't include any PII.

So we filtered for the dates we wanted and then hid the columns containing the customer details and hit "download".

I opened the file to check all orders were there and to my surprise, I saw the columns with customer data in it.

haszari commented 8 months ago

Thanks for the insights @glagonikas. I can see that it would be helpful if merchants had a way to control the columns included in CSV exports.

AashikP commented 2 months ago

Reported in 8642255-zen

While you download a small subset of data, here's the Column headers of the downloaded CSV:

Transaction Id | Date / Time | Type | Channel | Paid Currency | Amount Paid | Deposit Currency | Amount | Fees | Net | Order # | Subscription # | Payment Method | Customer | Email | Country | Risk level | Deposit ID | Deposit date | Deposit status

With these columns selected:

image

However, when you don't filter the results, and there's more than 25 rows, the CSV is emailed to you, and it contains the following headers (notice the missing Channel header, which is a requirement for merchant in 8642255-zen)

Transaction ID | Date / Time (UTC) | Type | Customer Currency | Amount in Customer Currency | Deposit Currency | Amount in Deposit Currency | Fees | Net | Order # | Payment Method | Customer | Email | Country | Risk level | Deposit ID | Deposit date | Deposit status

Also note that there isn't an option to show/hide channel, which is not specifically related to this bug.

One Workaround: This may not work for bigger stores, but if you're not transacting a lot, the best step here to get the channel field is by filtering using dates to ensure there are no more than 25 results. This will let you download the CSV directly instead of emailing you a link. Example:

image
nicdwilson commented 3 weeks ago

8985102-zd-a8c

sverleis commented 3 weeks ago

Similar issue, where not all fields can be exported for auditing reasons: 9005176-zen

Coursados commented 3 weeks ago

Hi Guys!

We are a WooPayments customer who is experiencing issues with the core exporting features. WooPayments export for transactions lacking the export functions of Stripe, and we need to contact Woopayments support for the relevant export.

It would be great to have the same exporting features from Stripe in WooPayments!

Have a great day!