Exporting takes the report you are looking at — with your current filters, grouping, sorting, and hidden columns — and turns it into a CSV file you can open in a spreadsheet. Qoblex prepares the file in the background and emails you a download link when it is ready, so you do not have to wait on the screen.
After reading this article you will be able to start an export from any report, set the date range when one is needed, understand the confirmation message and the one validation Qoblex enforces, and know how the finished file reaches you.
How to export a report
The Export button sits in the toolbar above every report’s data grid (on both standard and saved custom reports).
- Open the report you want and apply the filters, grouping, sorting, and column visibility you want the export to use.
- Click Export. The Export Report dialog opens.
- If a Pick a date range picker appears, choose the date range for the export (see below).
- Click the dialog’s confirm button to start the export.
Qoblex closes the dialog and starts preparing the file in the background. The export always produces a CSV file — there are no other formats.
While an export request is being sent, the Export button is disabled and shows a loading state. This only covers sending the request; once Qoblex accepts it, the work continues in the background and the button returns to normal.
Setting the date range
Most reports ask for a date range before exporting. When they do, the Export Report dialog shows a Pick a date range picker.
- If the report already has a date filter applied, Qoblex pre-fills the picker with that range.
- If it does not, Qoblex pre-fills the last six months — from the first day of the month six months ago through to the end of today.
Whatever you pick in the dialog replaces the report’s date filter for this export.
These reports do not show the date-range picker (they export without a date range):
- Customer Aging
- Supplier aging
- Stock Allocations
- Stock Movement
- Stock on Hand
For reports that do use a date range, Qoblex applies your chosen range to the date column that matters for that report:
- Sales by Product, Sales Details, and Purchase by Product use the created date.
- Purchase Details uses the created on date.
- Shipments uses the shipment date.
- Refunds uses the refund date.
- Invoices uses the invoice date.
- Received goods uses the received date.
- Bills uses the bill date.
- Any other date-using report applies the range to its created date.
Hidden columns
The export keeps the report’s current hidden-column setup: any column you have hidden on screen is left out of the CSV. If a column should not appear in the file you share — for example before sending it outside your team — hide it on the report before you export, and double-check the date range and filters so the file does not include records you did not intend to share.
What the confirmation says, and how you get the file
After you confirm, the dialog shows this message:
Qoblex runs the export as a background job, so the file is not downloaded straight from your browser. When the job finishes, Qoblex emails the person who started the export a link to download the CSV. Larger exports take longer because there is more data to gather.
If the export cannot be started, the dialog stays open and shows the reason at the top so you can adjust and retry. Closing the dialog clears any error; reopen Export to try again after changing the report setup.
Who can export
The Export button appears on a report only if you can open that report. The Sales, Purchases, and Inventory report areas are each gated by their own permission, so if your role does not include a reporting area, that area’s reports — and their Export buttons — are not available to you. Ask an administrator to grant the relevant Reporting permission if you cannot see a report you need to export.
