Export a report or your data to CSV

A CSV file opens in any spreadsheet. Every report has a download except Margin Alerts, Schedule C (COGS) and the Profit dashboard, and so do your full lists of materials, products and orders. That makes 15 downloads, because Material Valuation and Product Valuation download the same files as the Materials and Products pages. They are how you take your numbers to your accountant, or keep a copy of your own.

Export a report

1. Open the report from Reports.
2. Set the period and the channel you want. The file holds exactly what the screen shows.

3. Click Export CSV in the report's controls. The file downloads straight away and the page stays as it is.

   

Schedule C (COGS) and the Profit dashboard have no Export CSV for the report itself. They offer the three lists instead, as below. Manufacture Picklist offers its download once you have picked a recipe and the list shows.

Export your materials, products or orders

1. Open Materials, Products or Orders, and click Export CSV at the top of the page.

   

2. Or open Schedule C (COGS) or the Profit dashboard and click Products CSV, Materials CSV or Orders CSV. They download the same three files, which is handy when you send your accountant everything at once.

   

What is in the file

• The column headings are in English, lowercase with underscores, such as order_number and true_profit, whatever language you use Trackost in.
• Amounts are plain numbers with a point before the cents and no currency sign: 12.50.
• In a report's file, an amount that isn't worked out yet is an empty cell, such as the COGS of an order that hasn't been fulfilled.
• orders.csv lists every order you have, for all time, whatever the Orders page's filters show. It has one row per order with its subtotal, shipping, tax, fees, total, revenue, COGS and true profit. An order that isn't fulfilled yet shows 0.00 for cogs and true_profit, and an order with a return still shows the figures it was fulfilled with.
• materials.csv lists every material with its unit cost, stock and value; a tool is listed too, with a line_value of 0.00.
• products.csv has one row per variation, with a type of made or bought-in.
• The Product Leaderboard file lists products by profit, highest first, whatever order you sorted the screen into.

Who can export

Twelve of the downloads contain money, so they need money access. A team member without it doesn't see the Export CSV buttons, and opening a download's address directly shows 'Forbidden: this export requires money access.' The downloads of Material Reorder, Inventory Worksheets and Manufacture Picklist carry no money and work for every member.

Downloads keep working when your plan has lapsed

None of the 15 downloads is behind the plan wall. If your trial or plan ends, your data stays yours to take. The Export CSV buttons sit behind the wall and can't be clicked, but the downloads work when you open their addresses directly, while signed in. About your 14-day trial and what happens when it ends lists the addresses of every download except the picklist, which needs a recipe chosen on its page.

If your spreadsheet puts everything in one column

The files separate columns with commas. A spreadsheet set up for semicolons, as is common in much of Europe, can put each row in a single column. Import the file instead of opening it. In Excel, choose Data, then From Text/CSV, and pick comma as the delimiter. Google Sheets' own import, under File, finds the commas by itself.