Export a report CSV

Export a report CSV when you need to analyze BackstockOps operational data in a spreadsheet or share a filtered view with the team.

Plan Requirement

Ops plan or higher for operational report exports. Growth plan or higher for Growth report exports.

Role Or Permission Requirement

view_reports is required to view reports. export_data is required to export CSV files when BackstockOps workflow roles are enforced.

App Path

Shopify Admin > Apps > BackstockOps > Reports.

Direct app path: /app/reports.

Steps

1. Open Reports.
2. Choose the report category.
3. Choose the report, such as Low stock, Current stock on hand, Purchase orders, or Transfer plans.
4. Enter search text or choose report-specific filters.
5. Select Apply filters.
6. Review the preview rows.
7. Select Export CSV.
8. Open the downloaded CSV in your spreadsheet tool.

Shopify Read And Write Behavior

The export reads the same synced Shopify and BackstockOps records used by the preview. Exporting does not write to Shopify.

Expected Success State

The browser downloads a CSV whose rows match the applied report filters. The export includes all matching rows, not only the visible preview rows.

Common Troubleshooting

• The button says Apply filters to export: select Apply filters first.
• The CSV is empty: broaden the filters or confirm the workflow has records.
• A Growth report has no data: import or sync sales-history data first.
• The CSV opens with strange columns: import it as comma-separated values in the spreadsheet app.

Related Articles

• Use BackstockOps reports
• Review What Needs Attention
• Transfer Planning
• Purchase Order Receiving

Search Keywords

export report, report CSV, Apply filters, CSV download, Excel, spreadsheet, low stock CSV, purchase order CSV, transfer report CSV