The export function allows you to generate a formatted .csv file that contains your analytics formulas and results.
Open Exporter
Click the cog icon in the top right of the analytics header.
Navigate to Export on the left.
Export Settings
The export settings display a preview of the exported CSV.
A table preview of the formatted data
The calculation name
The calculation's unit
The quantity (count) - set by quantity and rate
the quantity unit - set by quantity and rate
The rate - set by quantity and rate
The rate unit - set by quantity and rate
The calculated result
The formula, as it appears in the calculation builder
The roll up operation applied
Tags and description details from the calculation settings
Subcategorize Usages - choose whether to split line items by usage totals.
Category Settings: matches the settings in your Categories
None: No subcategorization
All: All categories are split by usage regardless of category settings
Split Layers - choose whether to report each scenario (as set with Drawing Layers) in the export
Report Components - choose whether each individual Component input into the calculation is shown
When you are happy with the layout and data shown, click “Export .csv.”
Quantity and Rate
This optional setting in your calculations defines Quantity and rate for your csv exports.
When editing a calculation, toggle on Quantity and Rate at the bottom right.
Input the formula text which corresponds to the quantity (ie, A.)
Select the unit for the quantity (ie, square ft)
The same is done for the rate (ie B).
Save the calculation
Repeat for any calculations you want to report quantity/rate.
Once defined, the quantity and rate are provided in the .csv export from Analytics.
