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Exporting data to CSV or Excel

How to export dashboard data and customer segments to CSV or Excel files.

Updated today

Exporting Your Data

Datadrew makes it easy to export your analytics data for offline analysis, reporting, or sharing with your team. Most dashboards include an export option that lets you download data as CSV or XLSX (Excel) files.

Where You Can Export

Export functionality is available across multiple dashboards:

Dashboard

What Gets Exported

Formats

LTV Cohort Analysis

Cohort heatmap data with all metrics for each cohort and time period

CSV

Purchase Frequency

Transaction frequency heatmap showing customer counts per frequency bucket

CSV

RFM Segmentation

Customer list for the selected segment with names, emails, RFM scores, and order data

CSV, XLSX

Product Performance

Full product table with all visible columns and applied filters

CSV, XLSX

Basket Analysis

Product combinations with order counts, revenue, and AOV

CSV

How to Export

  1. Navigate to the dashboard you want to export from.

  2. Apply any filters or settings you want — the export will reflect your current view.

  3. Look for the export button — it is typically located in the top-right corner of the data table or chart section. The button may show an icon or say "Export CSV" or "Export".

  4. Choose your format — where both options are available, click the dropdown to select between CSV and XLSX.

  5. The file will download directly to your browser's default download location.

What is Included in the Export

  • Filters are respected — Only the data matching your current filter selections is exported.

  • Column visibility is respected — In the Product Performance dashboard, only the columns you have made visible will appear in the export.

  • All rows are included — Even if you are viewing a paginated table, the export includes all rows (not just the current page).

  • Formatted values — Currency values, percentages, and dates are formatted for readability.

Export Limits by Plan

Some export features may require a specific subscription plan:

  • RFM Segment Export — Available on plans that include RFM Segments

  • Basket Analysis Export — Available on plans that include Basket Analysis

  • Product Performance Export — Available on plans that include Product Performance

  • Purchase Frequency Export — Available on plans that include Transaction Frequency

If an export feature requires an upgrade, you will see a small premium badge on the export button. Clicking it will show the upgrade options.

Tips for Working with Exports

  • Use Excel for pivot tables — Export RFM or cohort data as XLSX and use Excel's pivot table feature for custom analysis.

  • Combine with other data — Merge exported customer lists with your email platform data for segmented campaigns.

  • Scheduled reports — For automated weekly reporting, see the Weekly Report settings under your account settings.

  • Large datasets — If your export contains thousands of rows, XLSX format is recommended as it handles large datasets better than CSV in most spreadsheet applications.

Need help? Contact us at support@datadrew.io or use the in-app chat.

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