Custom Backer Export

This guide explains each export type in BackerKit's custom export tool. It helps you understand what data each report contains and how it supports fulfillment, customer support, and accounting tasks. You can customize your exports by selecting specific backer data fields.

How to use the custom export

1. Click "Export" on the left side dashboard
2. Click the preferred file type; either “XLSX” or “CSV”
3. Select the additional fields you want on your export
4. Click the ‘generate export’ & wait for the download to finish

Types of Exports and What to Expect:

Below are the types of exports, what's included, and use cases for the custom backer export in BackerKit:

Add-On Questions ➕

Includes:

• Responses to add-on questions (e.g., shirt size or item color)

Use Case: Custom add-on fulfillment, like variants and personalization.

Accounting Data 🧾

Includes:

• Total spent on pledge level, add-ons, shipping, taxes
• Amount collected via PayPal or card
• Timestamp of payment

Use Case: Reconciling payments and financial records.

Expected Revenue 💸

Includes:

• Estimated cost vs. actual cost
• Shipping, add-ons, tax breakdowns
• Backer balance

Use Case: Comparing expected vs. collected revenue; budgeting.

All SKUs in Separate Columns 📦

Includes:

• Each SKU in its own column
• Quantities listed per SKU

Use Case: Packing and fulfillment workflows where item-level detail is required.

Order Information 📋

Includes:

• Order ID and status
• Charge status, token, and amount
• Shipping and add-on subtotals

Use Case: Order tracking and resolving customer payment/shipping issues.

Pledge Level Information 🎁

Includes:

• Reward title and description
• Price of the pledge level

Use Case: Understanding what each backer pledged for at a glance.

SKU Information 📦

Includes:

• List of ordered SKUs
• Total item weight

Use Case: Weight-based shipping calculations and package planning.

Survey Responses 🧠

Includes:

• Answers to pledge-level questions (color, size, etc.)

Use Case: Fulfilling product variations and custom orders.

Funding Data 💰

Includes:

• Pledge amount, credits, shipping, and taxes
• Balance due and card status

Use Case: Billing, charge status follow-up, or refund audits.

VAT/Tax Information 🌐

Includes:

• Total paid, cost of goods, and shipping costs
  • ⚠️ Does not contain specific tax rates or VAT breakdowns

Use Case: Reviewing taxable order components for international shipping.