Skip to main content

Exporting Item Events (Classic Items)

Exporting Item Events lets you save a copy of your event data outside of Checkfront. This export is useful for reporting, sharing with team members, or backing up your records. You can choose the file format, customize the name, and decide where to save the export.

Learn how to export Item Events, including instructions on choosing a file format and a location to save your file.

New to Item Events? You can read the first article in this series for an introduction to Item Events.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Inventory > Item Events
     

What more do I need to use this feature?

Which Checkfront version supports this feature - Classic Items, Classic Products or both?

  • Your account must have access to items (Inventory > Items), a key feature of our Classic Items version of Checkfront. 

 

Exporting item events

Back to top

Item events list with arrow pointing to the export button in the top right corner showing how to export event data.

You can export a report following these steps:

  1. Go to Inventory > Item Events.
  2. In the top-right corner, click Export (next to the Columns button).
  3. Fill out the export settings described below.
  4. Click Save to generate your file.

From there, you can enter a name for the report and choose the output format.  

 

Export settings window with options to set file name, format, save location, visible columns, maximum rows, and formatting before exporting item events.

 

Save As

Enter the name of your export file. 

  • By default, the file name includes the report's name and date range.
  • You can edit the file name by entering a different name in the Save as field.

 

Format

Choose the file type for your export:

  • MS Excel (XLSX) - Microsoft Excel spreadsheet.
  • CSV - Comma-separated Value file, easy to use in Excel or Google Sheets.
  • PDF - Portable Document Format, good for printing or sharing.
  • XML (eXtensible Markup Language), useful for system integrations.

 

Save To

Decide where the export should go:

  • Computer - Download directly to your device.
  • Email - Send a secure link to your inbox (we host this file on Google Cloud Storage).
  • Google Drive- Save straight to your connected Drive account.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose whether to export:

  • Visible columns - Exports only what you see in your Item Events list.
  • All columns - Exports all available data.

NOTE: With this report, all columns are always visible, so you get the same result with either option.

 

Max Rows

Control how many rows you include in the export:

  • Export All Rows - Full dataset.
  • Limit Rows - Useful if you only need a sample or a smaller file.

 

Formatting

Choose how dates are displayed:

  • Use ISO Dates - Standard format YYYY-DD-MM  (e.g., 2020-06-09).
  • Use ISO Dates (not selected): This option uses the date you set in the Date Format setting (Manage > Setup > Locale). 

 

 

< Working with Item Event data columns

 

 

Related to