Exporting data

GrowPanel allows you to export data from reports, customer lists, and other views. This guide covers all the export options available, the file formats, and how to use exported data for analysis, reporting, or integration with other tools.

Export options overview

Exporting from reports

Most reports include an export button in the top-right area of the page.

How to export

1. Navigate to any report (MRR, ARR, Churn, etc.)
2. Apply any filters you want (date range, plan, currency, etc.)
3. Click the Export button
4. Choose the export format (CSV)
5. Your browser downloads the file

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What's included in the export

The exported file includes:

• All data matching your current filters - If you've filtered by date range, plan, or other criteria, only that subset is exported
• All columns visible in the report - The same data you see on screen
• Time series data - Each row represents one period (day, week, or month depending on your view)

Export with different time granularities

If a report supports different time views (daily, weekly, monthly), your export will match your current selection:

Exporting chart data

When viewing charts, you can export the underlying data:

1. Click on any chart to expand it (if applicable)
2. Look for an export or download icon near the chart
3. Click to download the chart data as CSV

Chart exports include:

• The x-axis values (dates/periods)
• The y-axis values (metric values)
• Any series shown in the chart (e.g., New, Expansion, Churn for MRR bar charts)

Exporting customer lists

From the Customers section

1. Go to Customers in the main menu
2. Apply any filters (status, plan, date range, etc.)
3. Click Export

The customer export includes:

Filtered exports

When you have filters applied, only matching customers are exported:

• Status filter - Export only active customers, trials, or churned
• Plan filter - Export customers on specific plans
• Date filter - Export customers created within a date range
• Custom variable filters - Export based on metadata fields

Exporting MRR movements

The MRR Movements report provides detailed transaction-level data that's ideal for analysis.

What's included

Use cases for movement exports

• Auditing MRR changes - Verify specific movements against your billing platform
• Cohort analysis - Build custom cohort models in spreadsheets
• Churn analysis - Identify patterns in churned customers
• Finance reporting - Create custom revenue reports

Exporting transactions

The Transactions report shows all charges, payments, refunds, and failed payments.

What's included

Export file format

All exports use CSV (Comma-Separated Values) format:

• Compatible with Excel, Google Sheets, and most data tools
• UTF-8 encoding for international characters
• First row contains column headers
• Dates formatted as YYYY-MM-DD
• Currency amounts in the reporting currency (unless exporting original currencies)

Opening exports in Excel

1. Download the CSV file
2. Open Excel
3. Go to File → Open and select the CSV
4. Excel automatically parses the columns

Opening exports in Google Sheets

1. Download the CSV file
2. Open Google Sheets
3. Go to File → Import
4. Upload the CSV file
5. Choose "Replace spreadsheet" or "Insert new sheet"

Currency in exports

Exports include currency information based on your settings:

Single currency exports

If you have one currency or use a single reporting currency:

• All amounts are in your reporting currency
• No separate currency column needed

Multi-currency exports

If you have multiple currencies:

• Reporting currency column - Amounts converted to your reporting currency
• Original currency column - The currency the customer pays in
• Original amount column - The amount in the original currency

Fix FX in exports

If you've enabled "Fix FX" (fixed exchange rates) in a report:

• Exports use the same fixed rates
• This ensures consistency between what you see and what you export

Scheduled exports

GrowPanel supports scheduled email reports that automatically send exports on a recurring basis.

Setting up scheduled exports

1. Go to Settings → Notifications
2. Click Add scheduled report
3. Choose the report type
4. Select the frequency (daily, weekly, monthly)
5. Choose recipients
6. Save the schedule

What scheduled exports include

• The same data as manual exports
• Matching the configured filters and date range
• Attached as a CSV file to the email

See Notifications for detailed setup instructions.

API access for exports

For programmatic access to your data, use the REST API instead of manual exports.

Benefits of API access

• Automation - Schedule data pulls without manual downloads
• Integration - Feed data directly into your systems
• Real-time - Access current data without waiting for exports
• Customization - Query exactly the data you need

See the REST API documentation for endpoint details.

Tips for working with exports

Large exports

For accounts with many customers or long histories:

• Use date filters to limit the export size
• Export in segments if needed (by month, by plan, etc.)
• Consider using the API for very large datasets

Combining exports

To create comprehensive reports:

1. Export customer data
2. Export MRR movements
3. Join on Customer ID in your spreadsheet
4. Create pivot tables for analysis

Keeping exports organized

• Use descriptive filenames: growpanel_mrr_2024_q1.csv
• Store exports in dated folders
• Document any filters applied to each export

Troubleshooting exports

Related pages

• Filters - Filtering data before export
• Notifications - Scheduled email reports
• REST API - Programmatic data access
• MRR movements - Movement-level exports