How exports work
Open Exports (or export actions on analytics cards).
Optionally preview sample rows.
Start a full export job.
Download when the job finishes (link from the Exports UI).
Or use Print/PDF for a print-friendly layout.
Analytics export kinds
Kind | Content |
|---|---|
Stock | Stock on hand |
Damage | Damage / write-offs |
P&L | Profit & loss for the period |
P&L compare | P&L vs prior period |
Entity list exports
Grouped in UI as Directory · Products · Orders · Pipeline, including:
Customers, vendors, staff
Products
Orders: all / completed / cancelled
Pipeline buckets: in production, awaiting shipment, in transit, delivered, completed, cancelled (exact labels follow the UI)
Entity exports also need permission to read that area (for example Customers for a customer CSV). Without it, export is denied even if you can open Reports.
Permissions checklist
Task | Need |
|---|---|
View Reports | Starter+ plan (or assigned) + permission to view Reports |
Run CSV job | Permission to create / run exports |
Export customers/vendors/… | Permission to view that list |
See full P&L money | Pricing visibility on your role |
Use Exports for offline lists; the dashboard tabs are for trends, not bulk downloads.