CSV export
Every report in SSA can leave as a CSV file that matches what is on screen.
Where the button is
An Export CSV link sits at the right end of every report's toolbar: Revenue and MRR, Upcoming Payments, Reactivations, Payment Recovery, Customers, Subscriptions, Transactions and Trial Conversions. It only appears once a payment source is connected.
What gets exported
The file carries the same date range, filters, group-by choice and search text as the screen when you clicked the button, but every matching row rather than one page of 25. The on-screen sort and page number have no effect on the file: rows are streamed out in a fixed internal order instead.
The download is named after the report and today's date, for example ssa-ssa-revenue-2026-09-10.csv.
Columns, by report
Every column visible on a report's table is in its export, even one currently hidden from view; a grouped export adds a leading Group column.
| Report | Columns |
|---|---|
| Customers | Customer, Status, Plan, Source, MRR, LTV, Signed up, Referral source |
| Upcoming Payments | Due date, Customer, Plan, Source, Collection, Expected |
Grouped exports: subtotals and the grand total
A grouped export adds a "Subtotal: group" line each time the group changes, and always ends with a "Grand total" line. Every amount is converted to your display currency first; a currency SSA has no exchange rate for is still listed but left out of both kinds of total, with a final line naming which currency was excluded.