Export of the trend report

You can download the trend report as CSV and continue working with the numbers in a spreadsheet. The export includes the view you are currently in — not everything.

How to export

1. Set up the report as you want it: dimension, level, period, filters, and optionally search terms.

2. Click Export in the toolbar above the table.

3. Confirm with Start export

You will be redirected to the export page, and the file will appear there when it's ready. You will receive a notification when it's ready.

The file will reflect your view

This is the point of confirming the export from the table: the CSV file will include

the dimension (category or product) and level
the period and what it is compared with, including custom dates
sales channel, excl. VAT, returns, and minimum units
manufacturer and supplier, when you have filtered by them
the search term you had in the field

The file is therefore the report you were viewing, not a full dump of the store. If you want everything, reset the filters before exporting.

Why it doesn't download immediately

The export is generated in the background instead of while you wait. For a store with many products and two years of history, a real-time download would take too long and likely time out.

Instead, the job is queued, and you can move on to something else. You can find the file under Reports > Export, where it has the status ProcessingReady or Failed. Completed files can be downloaded again as long as they are there, and deleted when you no longer need them.

Export from the detail view

The order list in the detail view has its own Export-button, and it works similarly. That file contains the order lines for that one category or product — not the entire table.

What to expect in the file

The columns follow the table: name, units, and revenue for both periods, changes, profit, and margin. If you are in the product view in a store with the supplier function enabled, Manufacturer and Supplier are included as separate columns.

Three things look different than on screen:

Where the screen shows the label New, the file shows new in the file. There is no percentage change from zero.
Where profit or margin is unknown, there is a dash — for the same reason as in the report: the purchase price is missing for those order lines.
In the category view with All levels, the full path is in the name column, such as Women / Tops / Jackets. On the screen, the path is below the name; in a spreadsheet, a row that just says «Jackets» cannot be distinguished from the two other categories with the same name.

Tips

If you are forwarding the figures, include the basis on which they were retrieved. E.g., VAT with returns included is a different figure than the same row without.
If you need both category and product level, run two exports. One file contains one dimension.
If you want to sort by category in the spreadsheet, remember that the name column starts with the main category. The sorting therefore groups the path, not the leaf name.