Exporting Data
Export your pricing data in CSV, Excel, or PDF formats. Configure exactly which columns, products, and time periods to include — and save your configurations as reusable templates.
On This Page
Overview
The Export Data Modal gives you full control over your data exports. Instead of pre-configured download options, you can now customise every aspect of your export:
- Choose your columns — toggle entire groups or individual fields on/off
- Filter your data — export only specific categories, competitors, owners, or tags
- Pick your time period — latest scan data or historical trends over weeks/months
- Select your format — CSV, Excel, or PDF
- Save as template — reuse your favourite configurations with one click
Replaces the Export Dropdown
Where You Can Export
You can export data from five different pages across the platform. Each page offers columns and presets tailored to the data on that page.
📊 Overview Price Table
Your main pricing dashboard. Export latest scan data or historical trends with per-competitor price breakdowns. Supports 4 presets.
📦 Product Catalog
Export your full product list with details like SKU, brand, category, and custom fields. Great for inventory management.
🏪 Competitor Products
Export competitor product matches for a specific product. View what competitors stock and at what price, including historical data.
💡 Insights
Export your insight cards — undercuts, opportunities, and alerts — with severity, confidence scores, and recommendations.
🔍 Product Detail
From a single product's detail page, export all competitor price data for that specific product.
Opening the Export Modal
Exporting data follows the same simple workflow on every page:
Click the Export button
Configure your export
Click Generate Export
Using Presets
Presets appear as buttons at the top of the Export Modal. They instantly configure all settings to match a common export scenario — no manual configuration needed.
Overview Page Presets
Current View
Exports the latest scan data with core fields — product name, SKU, your price, competitor prices, and price deltas. The quickest way to get a snapshot of your current pricing.
All Products
Same as Current View but includes all products regardless of any active table filters. Useful for full inventory price audits.
V2 Full Details
Includes all available columns — core fields, competitor data, market analytics (13-week and 52-week rolling averages), metadata, and custom fields. The most comprehensive export.
Historical Bulk
Exports historical pricing data over time with one row per product per week. Includes per-competitor columns showing how each competitor's prices have changed. Great for trend analysis and reporting.
Presets as Starting Points
Data Scope & Filters
The Data Scope section controls which products are included in your export. By default, all products are included. Use filters to narrow down the export:
Category Filter
Export only products in specific categories (e.g., "Electronics", "Outdoor"). Select one or more categories from the dropdown.
Competitor Filter
Limit the export to products matched against specific competitors. For example, export only products where you compete with Bunnings and Kmart.
Owner Filter
Filter by product owner — useful when team members manage different product ranges.
Tag Filter
Export products with specific tags. Tags are custom labels you can assign to products for flexible grouping.
Custom Field Filters
If your organisation has custom fields configured (e.g., Department, Sub Category), you can filter by their values to export a targeted subset of products.
Filters Stack
Time Period
The Time Period setting determines how much history is included. This is available on the Overview and Competitor pages.
Latest Scan
Exports data from your most recent completed scan only. One row per product (or per product-competitor pair on the overview page). Best for current pricing snapshots.
Historical
Exports data across multiple weeks. One row per product per week, with per-competitor price columns showing how prices changed over time. Select your date range in the date pickers that appear. Ideal for trend analysis and quarterly reporting.
Historical Exports Can Be Large
Column Configuration
The Column Configuration section lets you control exactly which columns appear in your export. Columns are organised into groups for easy management.
Column Groups
Each group has a toggle to turn all its fields on or off. You can also expand a group to toggle individual fields within it.
Column Preview
Custom Fields in Exports
If your organisation has custom fields configured in Settings, they automatically appear as a column group in every export modal across all pages.
- Custom fields appear as their own toggleable group in Column Configuration
- Each custom field can be individually toggled on or off
- Custom field values come from your tracked product data
- All five export locations include custom field support
Setting Up Custom Fields
File Formats
Choose the output format that best suits your needs:
CSV (.csv)
Comma-separated values. Opens in any spreadsheet application and works well with data import tools. No row limit. Best for data processing and integrations.
Excel (.xlsx)
Microsoft Excel format with auto-fitted columns and formatted headers. Limited to approximately 1 million rows. Best for analysis and sharing with colleagues.
PDF (.pdf)
Formatted table layout suitable for printing or email attachments. Limited to approximately 10,000 rows. Best for reports and presentations.
Format Limits
Saving & Loading Templates
Templates let you save your export configuration and reuse it later. This is especially useful for recurring exports like weekly reports or monthly audits.
Saving a Template
Configure your export
Click the save icon
Name your template
Loading a Template
Open the template selector
Select a template
Modify if needed
Templates are Page-Specific
Row Estimator
At the bottom of the Export Modal, the row estimator shows an approximate count of rows your export will contain. This helps you:
- Understand the size of your export before downloading
- Know when an export exceeds format limits (Excel or PDF)
- Decide whether to apply filters to reduce the dataset
The estimate is based on your tracked product count, selected competitors, and time period. It may differ slightly from the actual export due to data availability.
Export Locations Reference
Here is a quick reference of what each export location offers:
| Page | Presets | Historical | Custom Fields | Formats |
|---|---|---|---|---|
| Overview | 4 (Current View, All Products, V2 Full Details, Historical Bulk) | ✅ Yes | ✅ Yes | CSV, Excel, PDF |
| Product Catalog | 2 (Quick Export, Full Details) | — | ✅ Yes | CSV, Excel, PDF |
| Competitor Products | — | ✅ Yes | ✅ Yes | CSV, Excel, PDF |
| Insights | — | — | ✅ Yes | CSV, Excel, PDF |
| Product Detail | — | — | ✅ Yes | CSV, Excel, PDF |
Tips & Best Practices
🎯 Start with a Preset
Even if you need a custom export, start with the closest preset and modify it. It is faster than configuring everything from scratch.
💾 Save Recurring Exports as Templates
If you export the same data weekly, save it as a template. Next time, just load the template and click Generate — no reconfiguration needed.
📉 Use Filters for Large Datasets
If you have hundreds of products, use category or tag filters to export manageable subsets rather than everything at once.
📊 CSV for Data, Excel for Analysis
Use CSV when importing into other tools or databases. Use Excel when you want to analyse data with formulas, pivot tables, or charts.
📅 Historical for Trend Reporting
Use the Historical time period on Overview or Competitor pages to see how prices have changed over time. Great for quarterly business reviews.
Need help with exports?
If your export takes longer than expected or you are seeing unexpected data, try narrowing your filters or reducing the time period. For further assistance, reach out to our support team.
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