Export reports as CSV
Any data table in Ferbz can be exported as a CSV file for use in Excel, Google Sheets, or your accountant's tools.
Navigate to the report you want
Go to Analytics and select the report: Retention, Recovered Follow-ups, Inactive Customers, or Campaign Stats.
Apply any filters you need
Filter by date range, medicine, tag, or any other available filter before exporting. The export will contain only the filtered data.
Click 'Export CSV'
The Export CSV button appears at the top right of every data table. Click it — the file downloads immediately to your device.
Open in Excel or Google Sheets
Open the downloaded file in Excel or Google Sheets. Columns include all the data shown in the table plus additional detail not visible in the dashboard view.
Share or store the file
Save the file to your monthly records folder. Share with your accountant, business manager, or team lead as needed.
PRO TIP
Schedule a monthly export on the last day of each month as a habit. A year's worth of monthly CSVs gives your accountant everything they need at tax time.
Still need help? Contact our support team — we typically respond within 2 hours.