Quick reference: which export should I use?
What you want to export | Where to go | Access required |
A filtered list of customers (name, ARR, health, CSM, etc.) | Customer Grid → Export Selected or Export All | Any role |
Full customer data dump (all fields, contacts, subscriptions) | Settings → Import/Export → Bulk Export | Admin |
Revenue line items, ARR by product, contract dates | Revenue tab (top navigation) → Export, or Advanced Reporting | Any role / Advanced Reporting add-on |
Custom multi-field report (any combination of fields) | Reports → Advanced Report Builder | Advanced Reporting add-on |
Contact list (names, emails, roles) | Customer Grid → export with contacts included, or Advanced Reporting | Any role |
Pulse history and current health scores | Reports → Customer Pulse Report → Export | Any role |
NPS scores and responses | Reports → NPS → Export, or Advanced Reporting | Any role / Advanced Reporting |
Engagement / email / meeting activity | Reports → Engagement → Export | Any role (Admin for all users' data) |
Internal user list (names, roles, last login) | Settings → Team → Export | Admin |
Not sure if you have Advanced Reporting? Go to Reports in the left nav. If you see an Advanced Report Builder option, it's enabled for your account. If not, contact your CSM or support@clientsuccess.com to discuss adding it.
Exporting from the Customer Grid
The Customer Grid export is the fastest way to get a list of customers with their key fields — ARR, health score, CSM assignment, renewal date, and any custom fields visible in your current view.
Export all customers
Go to Customers in the left navigation.
Apply any filters or segments you want (or leave unfiltered for all customers).
Click the Export button (download icon) in the top-right of the grid.
The export includes all columns currently visible in your grid view.
Export a selected subset
Check the boxes next to the customers you want to export.
The Export Selected option appears in the toolbar above the grid once at least one customer is checked.
Click it to download only those customers.
Don't see "Export Selected"? Make sure you've checked at least one checkbox — the option only appears after selection. If it's still missing, your user role may not have export permissions.
Customizing what's in the export
The export reflects your current column configuration. To add or remove fields: click Columns (the column icon) in the Customer Grid, toggle the fields you want, then run the export. Custom fields you've added to your account will also appear here.
Bulk customer data export
The bulk export produces a comprehensive spreadsheet of all customer records including contacts, subscriptions, and custom fields — useful for audits, migrations, or integrating with other tools.
Go to Settings → Import/Export.
Select the Export tab.
Choose the data type (Customers, Contacts, Subscriptions, etc.).
Click Export. The file is emailed to your account's admin email and also available to download once generated.
Admin access required. Only users with the Admin role can access Settings → Import/Export. If you need a bulk export and don't have admin access, ask your admin to run it, or use the Customer Grid export for a subset of data.
Advanced Reporting
Advanced Reporting lets you build custom reports combining any fields across customers, contacts, revenue, NPS, and usage — and export the results to Excel.
Accessing Advanced Reporting
Click Reports in the left navigation.
Select Advanced Report Builder.
Choose a template to start from, or build from scratch by selecting your data source and fields.
Exporting a report
Once your report is built, click the Export button (top right of the report view) to download it as a CSV or Excel file.
Tip: You can save report configurations so you don't have to rebuild them each time. Click Save Report after configuring your fields and filters. Saved reports are accessible to all users in your account.
Advanced Reporting is an add-on. If you don't see Advanced Report Builder in your Reports menu, it isn't enabled on your plan. Contact your CSM or reach out to support@clientsuccess.com to learn more.
Revenue and ARR data
Export from the Revenue tab
Click the Revenue tab in the top navigation.
Apply filters as needed (renewal date range, CSM, segment, etc.).
Click the export icon (arrow) near the top-right. It exports the current view.
Export contract line items with start/end dates
To get contract-level detail including start date, end date, and individual line items per customer:
Go to Reports → Advanced Report Builder.
Select Revenue as your data source.
Add the fields you need: Customer Name, Contract Start Date, Contract End Date, ARR, MRR, Product, etc.
Export to Excel.
ARR not showing on a customer profile? ARR is calculated from active subscription line items marked as recurring. Check that the subscription has (1) a start date set, (2) an end date set, and (3) the product is configured as a recurring product type. If all three are set and ARR still shows as zero, contact support — a revenue index refresh may be needed.
Understanding ARR vs. cARR
ARR — the current contracted annual recurring revenue for active subscriptions.
cARR — committed ARR, which includes signed contracts that haven't yet started (future-dated). This can differ from ARR if you have signed deals with a future start date.
Contacts and users
Export customer contacts
To export a list of contacts (external — your customers' contacts) across all accounts:
Go to Settings → Import/Export → Export and select Contacts (Admin required).
Or use Advanced Reporting with Contacts as the data source to filter by customer segment, role, status, and select specific fields to include.
Export internal users (your team)
To export a list of your team members including their name, email, role, and last login date:
Go to Settings → Team.
Click the Export button. The file includes name, email, role, and last login date for all users.
Admin access required to export the team list from Settings → Team.
Pulse and health data
Export current pulse values
Go to Reports → Customer Pulse Report.
Apply your date range or segment filter.
Click Export to download as CSV. The export includes customer name, current pulse value, pulse reason, last updated date, and the number of days since the pulse changed.
Export pulse history over time
Use Advanced Reporting with Pulse as the data source. You can filter by date range, CSM, customer segment, or pulse value to see historical changes.
Customers missing from the Pulse report? The Pulse Report defaults to customers whose pulse was updated within a specific time window. Expand your date range filter or switch to "All time" to see customers whose pulse hasn't changed recently.
NPS and survey responses
Export NPS scores
Go to Reports → NPS.
Select your campaign and date range.
Click Export to download scores and verbatim responses per contact.
NPS data by customer over time
To see individual contact scores across multiple campaigns — useful for tracking sentiment trends:
Go to Reports → Advanced Report Builder.
Select NPS as your data source.
Add fields: Contact Name, Customer, Campaign, Score, Response Date, Verbatim.
Filter by customer segment or date range as needed.
Engagement / activity data
Engagement data covers logged activities: emails, meetings, calls, and notes.
Go to Reports → Engagement.
Filter by date range, CSM, customer, or activity type.
Click Export.
Seeing only your own engagements? By default, the Engagement report shows data for the logged-in user. To see all CSMs' activity, you need Admin access — or ask your admin to run the export for the full team.
Want to export the email body content? The standard engagement export includes subject line, date, and participants. To include the body of emails, use Advanced Reporting with Engagements as the data source and add the Body field.
Role and permission requirements
Export type | User (CSM) | Manager | Admin |
Customer Grid export | Own customers | Team customers | All customers |
Bulk export (Settings → Import/Export) | No access | No access | Yes |
Revenue export | Yes | Yes | Yes |
Advanced Reporting | Yes (if add-on enabled) | Yes (if add-on enabled) | Yes (if add-on enabled) |
Pulse Report export | Yes | Yes | Yes |
NPS export | Yes | Yes | Yes |
Engagement export (own data) | Yes | Yes | Yes |
Engagement export (all users) | No access | No access | Yes |
Team / user list export | No access | No access | Yes |
Common questions
I can see the data on screen but there's no export button
Some views (like individual customer profiles) don't have a direct export button. For those, use Advanced Reporting to build a query that pulls the same data, then export from there.
The export is missing a field I can see in the UI
The Customer Grid export reflects your visible columns — if a field isn't showing in your grid, it won't be in the export. Add it via the Columns toggle. For custom fields, make sure they're enabled on your account and added to your view. If a field you expect isn't available anywhere in export, contact support — some fields may require Advanced Reporting to access.
I need a Salesforce ID or external ID in my export
Salesforce Account IDs and other integration IDs are not included in the standard Customer Grid export. Use Advanced Reporting with the Integration Fields data source, or request a bulk export from your admin which includes integration mapping data.
The export downloaded but the file won't open
This usually happens with very large exports. Try opening the file in Google Sheets instead of Excel, or ask your admin to split the export into smaller date ranges. If the file appears empty or corrupted, contact support — this may indicate a generation error.
Can I automate exports via the API?
Yes. The ClientSuccess API supports pulling customer, contact, pulse, and revenue data programmatically. API keys are available in Settings → API (Admin access required). API keys are long-lived — you don't need a new one for each session.
How often is report data refreshed?
Standard reports (Customer Grid, Pulse, NPS, Engagement) reflect near-real-time data. Advanced Reporting data is typically refreshed every few hours. Revenue index data (which powers ARR calculations) is refreshed daily — if you've recently made changes and ARR isn't reflecting them, allow up to 24 hours or contact support to request a manual refresh.