Data Export
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      How do I export data from Northbeam as a CSV file?

      Learn how to export more data at one time in a customizable report building feature, so you can focus on the metrics that matter most to you

      1. Login to your Northbeam dashboard
      2. Navigate to and click on the Sales Tab on the left panel
      3. Choose the time period you want to export on the Sales Page
      4. Click Export > Select Chart Values for an immediate download. 
      5. If you decide to choose Table Values, you will then be prompted to a data export report builder, where you will select the metrics that matter most to you and organize them in the order you want them exported
      6. Click export
      7. Once the report is complete, you Northbeam dashboard will notify you with a link to the Documents page or navigate to the hamburger menu at the top right corner of the dashboard and select Documents
      8. Your export will be ready for you to download

      💡TIP: Looking to automate processes? Try scheduling your next data export using our scheduling tool.