Export Report
Building a spreadsheet from any combination of tools, and what to know before you send it on.
Export Report builds one spreadsheet from whichever tools you tick. Each tool becomes its own sheet, so you can hand your accountant the expenses and the profit and loss in a single file, or keep a monthly record without copying anything out by hand.
Building one
Pick your period, tick the tools you want, and export. That is the whole process.
Some sheets ignore the period you picked, on purpose
Three of them cover their own window, and each sheet says so at the top:
Campaign Tracker — every campaign uses its own start and end dates, so the sheet covers all of them regardless of the period you chose.
Cohorts — always the last six months or so, because retention needs that long to be visible.
Inventory — a snapshot of your stock right now. There is no historical version of "how much is on the shelf".
Before you forward it
Two things travel differently on paper than on screen.
On the Campaign Tracker sheet, "Window Revenue" is your total store revenue during the campaign, from every source, not revenue attributed to the campaign. "Window Multiple" is that revenue divided by spend. It is not ROAS. On screen there are warnings around this; in a spreadsheet forwarded to someone else there is only the number, so it is worth saying out loud when you send it.
On the Profit and Loss sheet, any figure that could not be calculated is blank rather than zero. A blank means unknown, not none.
What your plan includes
Some columns are included only on higher plans, most notably profit figures on the Email Marketing sheet. Where a column is not included on your plan, it is left out of the file entirely rather than exported empty.
Related
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