Journal
Preparing an order export before a conversion review
Date, status, payment method, and whether the buyer was a guest: four columns that make a briefing possible without sending a customer list.
9 June 2026
We would rather delay a start date than receive a spreadsheet full of phone numbers. An order export for a conversion briefing needs very little: the date, the order status, the payment method, and a flag for guest versus account if you have it. City or region helps when shipping prices vary. Product names are optional; SKU counts already live in the catalog.
Strip emails, phones, addresses, and anything that resembles a card. If your export tool cannot strip them, copy the useful columns into a new sheet. We do not need the customer’s name to see that cash on delivery clustered on Fridays.
Name the weeks on the file. A quiet January sitting next to a New Year week without a label will blend two different shops. If you changed the theme or the payment gateway during those weeks, write the date of the change in the covering note.
A test guest checkout — a cheap item you will cancel — is worth more than admin access. We will not ask for passwords. If that sounds like the start of a review, the method page lists the rest of the sequence.