Header Lines CSV

Customize a report with both header and line items in a single CSV file.

If you need a CSV file that includes:

• Header details
• Line item details

you can create this structure using DataChamp.

Step-by-Step Guide to Configuring a CSV Export in DataChamp:

1. Create a new report

• Click "New Report", then select "Orders".

2. Rename the first tab

• Change the tab name from "Orders" to "Order Headers".

3. Select the order header fields

• Choose the fields you want to export from the order header, including sections like "Order / Shipping Address".

4. Add a custom column "Line Identifier"

• Create a new column and name it "Line Identifier".
• Drag and drop this column to the first position.

5. Hide the header row

• You can find this option under the "Rows" tab.

6. Add an additional tab for line items

• Create a new tab and select "Order" as the export type.
• Rename this tab to "Order Lines".

7. Select the order line fields

• Choose the fields you want to export from the order lines.
• Remove any fields that are already included in the header section to avoid duplication.
• Add any necessary fields from the "Line Items" section.

8. Add the "Line Identifier" column

• Set the value to "LINE".

9. Hide the header row for the second tab

• Since you already configured "Order Headers," also activate "Hide Header Row" for "Order Lines."

10. Set the export mode to "Fill"

• This ensures that the "Line Identifier" column is filled for each order line.
• Click "Edit" in the settings panel on the right.

11. Configure the file type

• In the right settings panel, set the file type to CSV.

12. Preview the result

• Click on the "Preview Button" to check to result of the report.

13. Save and run your report

• Click "Save & Run" in the top-right corner.
• Review the generated CSV file and make any further customizations if needed.
• If you encounter line limit warnings, apply filters to both tabs (e.g., export only recent orders using the "Created At" filter).

Updated on: 04/03/2025