Exporting Reports
thanks.io lets you export order history, delivery stats, QR scan reports, and mailing list recipient data as CSV files.
Available exports
| Export | Where to find it | Contents |
|---|---|---|
| Order history | Reports → Orders → Download | Order History Summary (CSV) (one row per order) or Order Recipients (CSV) (one row per recipient), filtered as the page is |
| One order's recipients | Reports → Orders → Details → Download | That order's recipients: All, or only Delivered, Not Delivered Yet, Returned to Sender, Failed, and (when the order has a QR code) QR Code Scanned or Multiple QR Code Scanned |
| QR scan report | Audience → Mailing Lists → All QR Scans, then the list's ⋮ menu → Export CSV | Everyone who has scanned a QR code on your mail. Any other list's Export scan results gives the scanned pieces mailed to that list |
| Mailing list recipients | Audience → Mailing Lists → [List], then the list's ⋮ menu → Export CSV | All recipients in a list as CSV |
How to export
- Open the page with the data you want.
- Apply any filters or date range you need. Order exports carry the filters you have set on the Orders page.
- Click Download (or open the list's ⋮ menu) and choose the export.
- The file downloads to your browser.
Downloading order history
The order history download is the Download menu at the upper right of Reports → Orders. There are two download types:
Order History Summary (CSV)
Best for accounting and high-level reporting. Each row represents one order and includes:
- Order ID and Subaccount ID
- Type, Size, Message (6x9 postcards have their own type,
postcard6x9;postcardis a 4x6 postcard) - Method (how it was sent)
- Status
- QR URL
- Total number of recipients
- Total cost
- Total number of QR scans
- Individual delivery statuses
- Created date
Order Recipients (CSV)
Best for troubleshooting or deeper analysis. Each row represents one individual recipient and includes:
- Recipient info (Name, Address, City, State, Zip, Country, Email, Phone, Custom1/2)
- Number of QR code scans for that recipient
- Message
- Order ID
- Type, Size
- Method
- Subaccount ID
Filters
The Orders page and its downloads can be filtered by type, status, method, campaign, creative, mailing list, and date range (From and To). Each filter you set shows as a chip you can remove. The campaign, creative, and mailing list filters are searchable, and the creative and campaign pages link here already filtered through their View orders items.
Method - how the order was placed:
| Method | Description |
|---|---|
| API | Orders sent via the API |
| Automations | Orders sent automatically by a Campaign |
| Send Mail Wizard | Orders placed using Send Mail in the dashboard |
| Orders triggered by emailing send@thanks.io | |
| Zapier | Orders triggered via a Zapier integration |
Status - current state of the order:
| Status | Description |
|---|---|
| Processing | Submitted to the printer, awaiting confirmation |
| Reviewing | Within the 1-hour cancellation window after placing |
| Printed | Printer has confirmed printing |
| Shipped | Printer has confirmed shipment |
| Delivered | At least one piece in the order has been delivered |
| Fulfilled | All processing complete |
| Cancelled | Cancelled during the Reviewing window; funds returned to balance |
| Failed | Failed due to technical errors |
Date - choose a date range. You can download up to 30 days of order history at a time.
Viewing order details
On Reports → Orders, click Details on any order to open its order details page.
Preview the printed piece
Click Preview on the order details page to see the front and back of the mailer that was printed. While the order is still rendering, the button reads Preview rendering….
Order tracking
The delivery summary tiles show all known USPS tracking information for the order. Click a tile to filter the order items to that status. The tiles are:
- Processing - Order is queued for printing
- Printed - Order has been printed and mailed
- In Transit - Mail piece is being processed at the origin USPS facility
- In Local Area - Mail piece is being processed at the destination USPS facility
- Out for Delivery / Delivered - Mail piece has been cleared for delivery; should arrive within 1-2 business days
- Re-Routed - USPS re-routed the piece due to a change of address, address error, or barcode relabeling
- Returned - USPS is returning the piece due to address or barcode errors
- Total Failed - The piece failed and was not printed; see the order items for the specific reason
Individual piece status
The Order Items section lists each recipient in the order with their individual delivery status, scans, and estimated delivery. Use the Preview column to see the proof for that specific recipient.
Do not scan the QR code when viewing an individual proof - it will register a real scan that cannot be deleted.
On a gift card order, each item also shows the card's redemption status: Not Redeemed, the date and time it was redeemed, or Invalidated. An unredeemed card has an Invalidate button that stops it from being redeemed. See Invalidating an unredeemed gift card.
Each piece's status, delivery date, scans, and failure reason, plus gift card redemption status, are also available through the API from GET /api/v2/orders/{order}/items. See docs.thanks.io.
Re-Submit options
Once an order has settled, the Re-Submit menu on the order details page creates a new order from it in Send Mail:
- Keep Same Addresses - creates a new order with all original recipients and opens the Review step.
- Only Failed Addresses - creates a new order with only failed recipients and opens the Review step. This option appears only when failures exist.
- Choose New Addresses - creates a new order with the same design and message but an empty recipient list, and opens the Recipients step.
Errors
An error means a mailer was stopped before it could be sent. Common reasons include:
- Duplicate protection - A mailer was already sent to this address in the last 36 hours
- No-stat address - USPS classifies this property as vacant and unlikely to receive mail
- Incorrect address - A component of the address (street, city, state, or zip) is invalid
If you think an error is not valid, check the address shown in the order items against USPS's address tool at tools.usps.com.
Duplicate and no-stat protections can be adjusted in Order Error Settings. You will be responsible for any accidental mailings that result from disabling them.
Filtering and downloading order items
Click a delivery summary tile to show only the items in that status, or open Download to export the order's recipients, all of them or only one status (including QR Code Scanned when the order has a QR code). This makes it easier to focus on specific issues or export a targeted list.
Tips
- Use Order History Summary (CSV) for accounting and Order Recipients (CSV) when you need to see who scanned.
- Use the QR scan export to identify high-engagement contacts for follow-up campaigns.