How do I export data from ChartMogul?


ChartMogul provides numerous ways to export metrics and data, depending on the type and format of the information you need. We've organized the information here based on the type of information you'd like to export:

Resources and further reading:

Cohorts

Export cohort tables to CSV. Learn more about cohort analysis, including how to export an analysis.

Customers and custom attributes

Destinations

Export customers, custom attributes and tags to a destination. Learn more about destinations. 

Export to CSV

Export data for all customers by going to Customers and selecting the Export as CSV button above the customer table.

Screenshot of the Export as CSV button located above a customer list.

Alternatively, export a customer list by selecting the list and clicking the Export as CSV button.

Screenshot of the Export List dialog with options as described here.


There are four customer–related datasets you can export to CSV:

  1. Customers — the current customer table, with an option to export Visible columns only or All data.
  2. Subscriptions — all subscription data, including plan, MRR, start date, status and more.
  3. MRR per customer per month — customers with MRR by month.
  4. MRR per customer per month per plan — customers with MRR by month broken down by individual plans.

Learn more about exporting customers, subscriptions and MRR per customer per month.

Export to Google Sheets

Export customer record data, including Customer Details, Tags and Custom Attributes, to a Google Sheet. Learn more.

Manual MRR edits

To export a CSV report that lists all manual MRR edits, navigate to Settings & Data > Exports and click Download under Manual MRR Edits.

MRR movements

ChartMogul generates an MRR movement for each change to a subscription that increases or decreases the subscription's calculated MRR. Learn more about MRR movements.

To export all MRR movements to a CSV, navigate to Settings & Data > Exports and click Download under All MRR Movements.

Chart Data

For charts with a Chart Data table that includes MRR movements grouped by type, export the data by clicking the Export as CSV button.

Screenshot of the MRR Movements Chart Data table showing the placement of the Export as CSV button.

Destinations

Export MRR movements to a destination or webhooks.

Activity

View a list of subscription activities that contributed to an MRR movement type with the Activity table. Then, export them by selecting the Export as CSV button from the following locations:

  • Chart Data — select the cell of an MRR movement type and month.
  • Cohorts — select any cell that has a change from the previous value.
  • Maps — select the cell of an MRR movement type.

MRR per customer per month

To export a CSV report that lists all customers and their historical MRR for each month, navigate to Settings & Data > Exports and click Download under MRR per Customer per Month.

Review the data included in this report.

MRR per customer per month per plan

To export a CSV report that lists all customers and their historical MRR for each month and plan, navigate to Settings & Data > Exports and click Download under MRR per Customer per Month per Plan.

Review the data included in this report.

Opportunities

To export opportunities:

  1. Navigate to Opportunities.
  2. If needed, use the drop-downs to filter your opportunities by user, pipeline, created date or close date.

  3. Click the Export as CSV button.

    Screenshot of the Export as CSV button on the Opportunites page.

  4. Select:
    • Visible information only — to export only the opportunities filtered using the drop-downs
    • All data — to export all opportunities
  5. Click EXPORT to receive an email containing a link to your CSV file.

Subscription connections

To export a CSV report that lists all subscription connections, navigate to Settings & Data > Exports and click Download under Subscription Connections.

Subscription metrics

To retrieve subscription metrics programmatically, use our API.

Export key subscription metrics such as MRR, churn, LTV, ARPA and more using the following methods:

CSV

Select the measurement interval (Day, Week, Month, Quarter or Year) you’d like to report. Navigate to the Chart Data table and click the Export as CSV button.

Download Image

Download charts as customizable images. Click the Download Image button from any chart.

Screenshot showing the location of the Download Image button on the Monthly Recurring Revenue chart.

Customize the image: adjust the header, show or hide the y-axis and chart title and select a background.

Click Download to save the image on your computer or Copy to copy it to the clipboard.

Screencap of downloading the image of the MRR Movements chart.

Google Sheets

Export key subscription metrics using the Google Sheets app.

API

Retrieve subscription metrics using our API.

Source data

Export CSV with all data from a ChartMogul source or a select dataset (such as customers or transactions). Learn more.

Transactions and cash flow

Detailed Export

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

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


Click Detailed Export (CSV) to download this report from the following charts:

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