Exporting data to CSV

You’ll need to be an Admin or Owner to export data. Read more about user roles and permissions.

ChartMogul allows you to export various types of data in the CSV format. This article describes data available in CSV exports across various sections of the app:

All date and time values in CSV exports use your account’s timezone.

Exports

ChartMogul groups some useful exports under Settings & Data > Exports:

Select Download next to a report and confirm by selecting OK. You’ll receive an email with a download link.

Screenshot of the Exports page.

MRR per Customer per Month

This export lists MRR for each calendar month for customers who are active or past due at the end of the month. If your account has multiple currencies, the export displays data in the account’s primary currency.

The CSV file contains the following columns:

Column Description
customer_uuid The customer’s UUID
customer_external_ids The customer’s external ID
customer_name The customer’s name displayed in ChartMogul as per the preferred customer name setting
company_name The name when the customer is an organization and not an individual
columns for months (e.g., “2025-12-31”) The final MRR amount at the end of each month

Screenshot of the exported CSV file with the following columns visible: “customer_uuid”, “customer_external_ids”, “customer_name”, “company_name”, “2025-07-31”, “2025-08-31”, “2025-09-30”, “2025-10-31”.

This report is also available from customer lists.

MRR and Plan per Customer per Month

This is an extended version of the MRR per Customer per Month export. It contains multiple rows for customers who have switched plans or are subscribed to more than one plan. Each row reflects that customer’s MRR contribution for the specific plan.

The CSV file contains the following additional columns:

Column Description
plan_name The plan’s name
plan_external_id The plan’s external ID
plan_group_uuids A comma-separated list of the UUIDs of all plan groups the plan belongs to
plan_group_names A comma-separated list of the names of all plan groups the plan belongs to

Screenshot of the exported CSV file with the following columns visible: “customer_uuid”, “customer_external_ids”, “customer_name”, “company_name”, “plan_name”, “plan_external_id”.

This report is also available from customer lists.

MRR, Plan, and Quantity per Customer per Month

This is an extended version of the MRR and Plan per Customer per Month export. Each month is represented by two columns, one with MRR and one with subscription quantity at the end of the month:

Column Description
MRR columns for months (e.g., “mrr_2025-12-31”) The final MRR amount at the end of each month
quantity columns for months (e.g., “quantity_2025-12-31”) The subscription quantity at the end of each month

Screenshot of the exported CSV file with the following columns visible: “plan_group_uuids”, “plan_group_names”, “mrr_2021-01-31”, “quantity_2021-01-31”, “mrr_2021-02-28”, “quantity_2021-02-28”, “mrr_2021-03-31”, “quantity_2021-03-31”.

This report is also available from customer lists.

All MRR Movements

This export includes all MRR movements for each change to a subscription that increases or decreases the subscription’s calculated MRR. Learn more about MRR movements.

Column Description
customer_name The customer’s name displayed in ChartMogul as per the preferred customer name setting
customer_uuid The customer’s UUID
customer_external_id The customer’s external ID
subscription_external_id The subscription’s external ID
description A description of the subscription change, such as “cancelled their $40 plan” or “increased quantity (4 → 5) for $60”
movement_type The type of MRR movement (“new_biz”, “expansion”, “contraction”, “churn”, or “reactivation”)
date The date and time when the MRR movement occurred
account_currency The account’s primary currency
mrr_movement_in_account_currency The MRR movement amount in the account’s primary currency
invoice_currency The currency in which the subscription is billed
mrr_movement_in_invoice_currency The MRR movement amount in the subscription’s billing currency

Manual MRR Edits

This export lists all manual MRR edits that have been made to subscriptions in your account.

Column Description
ID A unique identifier for the MRR edit
Customer External ID The customer’s external ID
Subscription External ID The subscription’s external ID
MRR Edit Effective Date The date from which the edited MRR value takes effect
Edited MRR The new MRR value after the manual edit, in cents (pence, etc.)
MRR Edited At The date and time when the MRR edit was made
Author The email address of the ChartMogul user who made the edit
Created At The date and time when the edit record was created
Updated At The date and time when the edit record was last updated
Data Source UUID The UUID of the source
Original MRR The MRR value before the manual edit was applied, in cents (pence, etc.)

Subscription Connections

This export lists all connected subscriptions in your account.

Column Description
Primary Subscription External ID The external ID of the primary subscription in the connection
Connected Subscription External ID The external ID of the connected subscription
Activation Number Specifies whether the connected subscription is an original subscription (1) or a reactivated one (2 and above). Each time a customer churns and reactivates, the number increases by 1.
Primary Data Source UUID The UUID of the source for the primary subscription
Connected Data Source UUID The UUID of the source for the connected subscription
Primary Customer External ID The external ID of the customer associated with the primary subscription
Connected Customer External ID The external ID of the customer associated with the connected subscription
Customer UUID The UUID of the customer associated with the primary subscription
Type The type of connection, either “valid” or “invalid”. A connection can become invalid if one of the connected subscriptions is deleted or if the cancelled subscription is reactivated.
Created At The date and time when the connection was created

Charts

Go to Reports > CHARTS to access charts for metrics like recurring revenue or churn and retention.

Screenshot of the Reports page with the Charts button highlighted.

Chart Data

Most charts have a Chart Data table, which you can export by selecting the Export as CSV button. Each column in the CSV file corresponds to a Chart Data row. Review the article for a specific report to learn about the data included in its Chart Data table.

Screenshot of a Chart Data table with the Export as CSV button highlighted.

Detailed Export

The Detailed Export CSV details the individual line items from all paid invoices in a given period. 

Click DETAILED EXPORT (CSV) in the Chart Data table to download this report from the following charts:

Screenshot of the Net Cash Flow Chart Data table showing the placement of the Detailed Export (CSV) button.

Cohorts

Cohort exports are available under Reports > COHORTS by selecting a cohort analysis and then the Export as CSV button.

Screenshot of the Cohorts page showing the placement of the Cohorts and Export as CSV buttons.

All cohort exports share the same structure with the following columns:

Column Description
(First column) The cohort period (month and year)
Cohort value

The initial cohort value, depending on the analysis type:

  • Customer Churn and Customer Retention: The initial number of customers in the cohort
  • Net MRR Churn and Net MRR Retention: The initial MRR value for the cohort in the account's primary currency
  • Quantity Churn and Quantity Retention: The initial total quantity for the cohort
  • Conversion of Non-Subscribers to Subscribers: The initial number of non-subscribers in the cohort
0, 1, 2, 3… Percentage value for each period after the cohort’s start (0 = same period, 1 = one period later, etc.), depending on the analysis type
Average The average value across all cohorts for each period

Customers

Go to Customers and select the Export as CSV button to access the following exports:

Learn more about exporting CSV reports from customer lists.

Screenshot of the Customers page with the Exports as CSV button highlighted.

Opportunities

Go to Opportunities and select the Export as CSV button to export opportunities with associated customer information. Choose between exporting Visible information only or All data.

Screenshot of the Opportunities page with the Export as CSV button highlighted.

The CSV file contains the following columns:

Column Description
Customer The customer associated with the opportunity
App Link A direct link to the customer record in ChartMogul
Type The opportunity type (“MRR”, “ARR” or “One Time”)
Value The opportunity value
Currency The currency symbol for the opportunity value
Pipeline The sales pipeline the opportunity belongs to
Stage The current stage of the opportunity in the pipeline
Owner The name of the ChartMogul user assigned to the opportunity
Close Date The estimated close date for the opportunity
Win Likelihood The probability of winning the opportunity (as a percentage)
Forecast Category The opportunity’s grouping based on its likelihood of closing (“Pipeline”, “Best Case”, “Committed”, “Won”, or “Lost”)
Amount The total opportunity value in cents (pence, etc.)
Created At The date and time when the opportunity was created
Opportunity / [attribute name] (e.g., “Opportunity / Seats”) Opportunity custom attributes, each in a separate column
Customer / Uuid The customer’s UUID
Customer / External ids A comma-separated list of the customer’s external IDs
Customer / Company name The name when the customer is an organization and not an individual
Customer / Owner name The name of the ChartMogul user responsible for the customer relationship
Customer / Customer name The full name when the customer is an individual. This is a legacy field. You can now add contacts (each with their own name) to your customer records.
Customer / Email The customer’s email address. This is a legacy field. You can now add contacts (each with their own email address) to your customer records.
Customer / Address The customer’s address
Customer / Subscriber since The Unix timestamp of when the customer became a subscriber
Customer / Discount Discount amount offered to the customer
Customer / Subscription quantity The total number of subscription seats or licenses the customer has
Customer / Subscription external The subscription’s external ID
Customer / Data source name The name of the customer’s source
Customer / Lead created at The Unix timestamp of when the lead was created
Customer / Free trial started at The Unix timestamp of when the free trial started
Customer / Next payment The Unix timestamp of the next scheduled payment
Customer / Tags A comma-separated list of tags applied to the customer
Customer / Account currency The account’s primary currency
Customer / Invoice currency The currency used for invoicing the customer
Customer / Website url The customer’s website URL
Customer / Contacts count The number of contacts associated with the customer
Customer / Opportunity count The number of opportunities associated with the customer
Customer / Last active at The most recent date and time when one of the customer’s contacts was active
Customer / Last communication at The date and time of your most recent communication with one of the customer’s contacts (email or logged call)
Customer / Last email sent to customer at The most recent date and time when you sent an email to one of the customer’s contacts
Customer / Last email received from customer at The most recent date and time when one of the customer’s contacts sent you an email
Customer / Churning at The date and time of a scheduled cancellation of a customer’s last active subscription
Customer / Primary contact email The primary contact’s email address
Customer / Last payment The date and time of the last payment
Customer / Churned on The date and time when the customer churned
Customer / Due at The Unix timestamp of when the next payment is due
Customer / Renewal at The Unix timestamp of the next renewal date
Customer / Name The customer's name as per the preferred customer name setting
Customer / Mrr The customer's current MRR in cents (pence, etc.)
Customer / Arr The customer's ARR in cents (pence, etc.)
Customer / Plan name The name of the customer's plan (“Multiple” if the customer has more than one plan)
Customer / Billing cycle The billing frequency for the customer's subscription(s) (“Multiple” if the customer’s subscriptions have different billing cycles)
Customer / Net payments Total net payments from the customer in cents (pence, etc.)
Customer / Country The customer's region
Customer / Paid subscriber since Unix timestamp of when the customer became a paying subscriber
Customer / Status The customer’s current status (“New Lead”, “Working Lead”, “Qualified Lead”, “Unqualified Lead”, “Active Subscriber”, “Past-due subscriber” or “Cancelled Subscriber”)
Customer / Custom / [attribute name] (e.g., “Customer / Custom / Marketing_channel”) Customer custom attributes, each in a separate column

Forecasts

Go to Opportunities > FORECASTS and select Deal Stage Probability or Forecast Category Report. Select EXPORT (CSV) and confirm by clicking OK to receive an email with forecast data.

Screenshot of the Forecasts page with the Forecasts and Export as CSV buttons highlighted.

Deal Stage Probability

Deal Stage Probability shows estimated new MRR in each month, based on the value of open opportunities and their win likelihood.

Column Description
Opportunity owner Name of the ChartMogul user who owns the opportunities, or “Total” for the aggregate row showing the total value of a given column
[Month Year] - amount (e.g., “Dec 2025 - amount”) Estimated new MRR for the month
[Month Year] - count (e.g., “Dec 2025 - count”) Number of opportunities closing in the month
Total amount Total estimated new MRR across all months
Total count Total number of opportunities closing across all months

Forecast Category Report

Forecast Category Report is an overview of new MRR in each forecast category by opportunity owner.

Column Description
Category Forecast category (“Pipeline”, “Best Case”, “Committed”, “Won”, “Lost”, or "All" for the aggregate row)
Opportunity owner The name of the user who owns the opportunities, or “Total” for subtotals within each category
[Month Year] - amount (e.g., “Dec 2025 - amount”) Estimated new MRR for the month
[Month Year] - count (e.g., “Dec 2025 - count”) Number of opportunities closing in the month
Total amount Total estimated new MRR across all months
Total count Total number of opportunities across all months

Sources

Go to Settings & Data > Sources to export CSV with all data from a source or a select dataset (such as customers or transactions). To do so, select a source and a dataset and click the Export CSV button. Learn more.

Screenshot of the Sources page with a source selected, showing the placement of the Export CSV button.

The data contained in each dataset export is documented in the article about importing data using CSV.

Next steps

  • Automatically export data using destinations.
  • Use our API to retrieve data programmatically.

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