Exporting Analytics Data

Export your analytics data in multiple formats for offline analysis, record-keeping, tax preparation, or integration with external tools. SeroBook supports one-time downloads, scheduled exports, and direct accounting software integrations.

Export Formats

SeroBook supports three export formats, each suited to different use cases:

CSV (Comma-Separated Values)

The most versatile format for data analysis. CSV files can be opened in any spreadsheet application, imported into databases, or processed by scripts. Each row represents a single record (booking, customer, or transaction), and columns contain the individual data fields. CSV exports include a header row with field names.

• Best for: Data analysis, importing into other tools, custom processing
• Opens in: Excel, Google Sheets, Numbers, any text editor
• Encoding: UTF-8 with BOM for proper character support

Excel (.xlsx)

A formatted spreadsheet file with multiple sheets, cell formatting, and summary calculations pre-built. Excel exports include a summary sheet with key metrics, plus detailed data sheets for each report section. Column widths, headers, and number formats are pre-configured for readability.

• Best for: Sharing with team members, formatted reports, quick review
• Opens in: Microsoft Excel, Google Sheets, LibreOffice Calc
• Includes: Auto-filters, frozen header rows, formatted currency columns

PDF

A print-ready document with your branding, charts, and formatted tables. PDF exports mirror what you see on screen, including visual charts and graphs. They're ideal for sharing with stakeholders who don't need to manipulate the data.

• Best for: Presentations, client reports, printed records, archiving
• Includes: Your business logo, date range, charts, and summary tables
• Layout: Landscape orientation for wide tables, portrait for summary views

Selecting Date Ranges for Export

When initiating an export, the date range determines which records are included. You can choose from:

• Current View – Exports exactly what is displayed on the screen using the active date range and filters
• Preset Periods – Quick selections for this month, last month, this quarter, last quarter, this year, or last year
• Custom Range – Pick any start and end date using the calendar
• All Time – Export your entire history (large datasets may take a few minutes to generate)

The date filter applies to the booking creation date by default. You can switch this to the appointment date or payment date in the export settings to match your reporting needs.

Choosing Metrics and Fields

Customize exactly which data appears in your export by selecting fields before downloading:

1. Click Export from any analytics page or report
2. In the export dialog, choose your format
3. Click Customize Fields to open the field selector
4. Check or uncheck individual fields to include or exclude them
5. Drag fields to reorder the columns in your export
6. Click Download or Save as Template

Available Field Categories

Fields are organized into logical groups:

• Booking Details – ID, date, time, duration, status, service, notes
• Customer Information – Name, email, phone, customer since date, total bookings
• Financial Data – Price, discount, tax, total paid, payment method, refund amount
• Staff Data – Assigned staff member, team, location
• Metadata – Created at, updated at, booking source, custom fields

Scheduled Exports

Automate your reporting workflow by scheduling exports to run on a regular basis:

1. Navigate to Analytics > Exports > Scheduled
2. Click New Scheduled Export
3. Choose the report type (revenue, bookings, customers, or full data)
4. Select the export format (CSV, Excel, or PDF)
5. Set the frequency:
   • Daily – Exported at 6:00 AM in your timezone, covering the previous day
   • Weekly – Exported on your chosen day, covering the previous 7 days
   • Monthly – Exported on the 1st, covering the previous full calendar month
6. Add email recipients who should receive the export
7. Click Save Schedule

Integrating with Accounting Software

SeroBook can connect directly to popular accounting platforms to sync your financial data automatically:

Supported Integrations

• QuickBooks Online – Sync invoices, payments, and customer records automatically
• Xero – Export revenue data, create invoices, and reconcile payments
• FreshBooks – Transfer booking revenue and customer details
• Wave – Basic revenue and expense syncing

Setting Up an Integration

1. Go to Settings > Integrations > Accounting
2. Click Connect next to your accounting software
3. Authorize SeroBook to access your accounting account
4. Map your SeroBook services to accounting categories or income accounts
5. Choose sync frequency: real-time, daily, or manual
6. Click Save to activate the integration

Data Retention

Understanding how long your data is stored and accessible for export is important for compliance and planning:

• Active Account Data – All data is retained for the lifetime of your account with no automatic deletion
• Export Files – Downloaded export files are available for re-download for 30 days after generation
• Scheduled Export Archives – The last 12 scheduled export files are kept for each scheduled report
• Cancelled Account – Data is retained for 90 days after account cancellation, during which time you can request a full data export

Exporting via API

For developers and advanced workflows, SeroBook provides API endpoints for programmatic data export:

• GET /api/v1/reports/revenue – Revenue data with date range parameters
• GET /api/v1/reports/bookings – Booking data with filtering options
• GET /api/v1/reports/customers – Customer data with segmentation
• GET /api/v1/exports – List and download generated export files

All API export endpoints support format=csv, format=xlsx, and format=json query parameters. JSON is available exclusively through the API and returns structured data suitable for automated processing.

See the API rate limits guide for information on request limits.

Troubleshooting Exports

If you encounter issues with your exports, here are common problems and solutions:

• Export is empty – Check that your date range and filters match records that exist. Try broadening the date range or removing filters.
• CSV shows garbled characters – Ensure you open the file with UTF-8 encoding. In Excel, use the import wizard and select UTF-8.
• Export takes too long – Large exports (over 10,000 records) are processed in the background. You'll receive an email when the file is ready.
• Scheduled export not received – Check your spam folder. Verify the recipient email addresses in Analytics > Exports > Scheduled. Ensure the schedule is active (not paused).
• Numbers formatted incorrectly – Currency formatting depends on your account locale settings. Verify these under Settings > Business > Locale.

Next Steps

Now that you know how to export your analytics data:

• Explore the full range of business reports
• Review your performance metrics
• Learn about data privacy and GDPR compliance