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Documentation Index

Fetch the complete documentation index at: https://docs.churningtracker.com/llms.txt

Use this file to discover all available pages before exploring further.

Every table in Churning Tracker can export to CSV. Exports respect your current filters, search, and date range — so you can grab exactly the slice you need.
Export CSV button on the orders table

How to export

  1. Open any list view (Orders, Payouts, Shipments, Cards, Items, Point balances, etc.).
  2. Apply any filters or search.
  3. Click Export CSV in the top right.
  4. The file downloads immediately.
The filename includes the table name and current date for easy organization.

What gets exported

The exported CSV matches your visible columns. If you’ve hidden columns via the column customizer, they’re excluded from the export.
Show all columns before exporting if you want the full dataset. Hide columns for a focused export (e.g., just tax-relevant fields).

Available exports

PageExport contents
OrdersOne row per order with totals, status, account owner, card, retailer
Orders → Items tabOne row per line item (great for resale margin analysis)
PayoutsPayouts with linked line item references
ShipmentsTracking numbers, carriers, statuses, last scan
Credit cardsCard portfolio with SUB and annual fee details
Point balancesCurrent balances per program and owner
ReportingEach chart can be exported as underlying data

Common export use cases

Tax prep

Export orders for the calendar year, then filter to the order types your accountant needs.

Spreadsheet backup

Export everything quarterly as an off-site backup of your records.

Margin analysis

Export the Items tab and run pivot tables on per-product profit.

Reconciliation

Export payouts and cross-check against your bank deposits.

Format notes

  • Dates export as ISO format (YYYY-MM-DD)
  • Money fields export as plain numbers (no $ sign)
  • Multi-value fields (e.g., multiple tracking numbers) use comma-separated values inside the cell
  • UTF-8 encoding so non-ASCII characters import cleanly into Excel and Sheets