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Export to Excel

Export any module's tabular data to Excel (.xlsx) for offline analysis, presentations, or integration with other systems.

Before you start

  • The export downloads the current state of the visible table: if filters are active, only the filtered records are exported.
  • The file downloads directly to the browser; it is not emailed or stored on the server.

Steps

1. Apply the filters you need (optional)

Before exporting, configure the period, SKU, category, or state filters in the module. The Excel file will reflect exactly what you see on screen.

2. Click the download button

Find the Download Excel button (or the download arrow icon) in the top bar of the table.

The .xlsx file is generated and downloaded automatically.

File name

The file name includes the module and the export date (for example, ainventory_forecast_2026-06-15.xlsx), making it easy to archive multiple exports from the same module.

What each module exports

ModuleFile contents
ForecastSKU, period, model forecast, consensus forecast, marketing forecast, adjustment (%), active version.
KPIsSKU, period, actual fill rate, target fill rate, OTIF, holding cost, shortage cost, total cost.
FVASKU, period, naive model RMSE vs. AInventory model RMSE, forecast value added (FVA).
InventorySKU, status light state, suggested Q, manual Q (if overridden), SS, ROP, target stock, Net Flow.
HistorySKU, date, units sold, units received, manual adjustments, data source.

File format

The exported .xlsx file:

  • Uses the first row as a header (column names in the module's language).
  • All numeric values are exported as numbers (not text), ready to operate on in Excel.
  • Dates are exported in ISO format YYYY-MM-DD.
  • Contains no formulas or macros; it is a plain data file.

For the technical description of columns and data types per module, see Data formats and Excel template.