Exporting data from Fincome
This article explains where to export your data, which option to use depending on the case, and how to effectively use the generated files.
Fincome offers several entry points to export your data in Excel or CSV format, depending on your needs: financial audit, internal reporting, ad hoc analyses or sharing with investors.
1. Key points in 30 seconds
Fincome exports use the same datasets and calculation rules as your Analytics views and your reports.
Three locations allow you to export your data :
the export center,
the tables under the Analytics charts,
the custom reports.
Exports are read-only and never modify your source systems.
The columns included in an export are not configurable : all available information is exported by default.
2. Scope and definitions
Stocks
Stocks represent the level of an indicator at a given moment. Examples: MRR or ARR at date, number of active subscribers, ARPA, ACV.
Main changes
Main changes correspond to the breakdown of variations over a given period. Examples: new customers, reactivations, upsells, downsells, churn, foreign exchange effect (FX).
Underlying views
These are the detailed tables that feed the Fincome charts and analyses: MRR/ARR movements, cohorts, retention (NRR, GRR), unit economics (CAC, LTV, Payback), recognized revenue, etc.
3. Prerequisites and access rights
Roles and permissions
Access to exports depends on your role on Fincome. If an export option is not visible, check your permissions or contact an administrator of your workspace.
Consistency of settings
Exported data strictly reflect your Fincome settings:
churn recognition rules,
management of discounts and credits,
currency (FX) options,
MRR / ARR / recognized revenue distinction.
Before exporting, make sure these rules are aligned with your internal practices (finance, reporting, audit).
4. Where to export your data from Fincome?
Fincome provides several export points, each serving a different use case.
4.1. The export center
The export center groups together ready-to-use datasets, covering your entire customer base over the full historical data available in Fincome.
You will find in particular:
Recurring revenue – MRR / ARR (stocks) Customer-by-customer view, including analytical dimensions.
MRR / ARR movements New, reactivations, upsells, downsells, churn, foreign exchange effect.
[Coming soon] Recognized revenue Distinction between recurring and non-recurring revenue.
4.2. The tables under the Analytics charts
Each Fincome Analytics chart is backed by an exportable table.
Two tabs are available:
Stocks : snapshot at date (MRR, ARR, active subscribers, ARPA…),
Main changes : detail of movements observed over the analyzed period.
Steps
Configure your Analytics view (period, granularity, filters, segments).
Open the table under the chart.
Export the data for external analysis.
4.3. Custom reports
Fincome also allows exporting data directly from a report, from the charts or tables it contains.
Steps
Open the relevant report.
Click on Edit to switch to edit mode.
Identify the chart or table to export.
Click on the Download icon to the right of the block.
Data are exported in CSV.
Note
The export reproduces exactly the block configuration : metric, period, filters, analytical segments and granularity.
Only the blocks visible in the report can be exported.
This option is intended for ad hoc, non-mass exports.
5. Columns included in exports
In Fincome, it is not possible to select the columns to include when exporting.
Each export intentionally contains all available information for the dataset concerned. The goal is to allow you to freely use the data downstream, without limiting uses at export time.
Recommended best practice After export, delete or hide unnecessary columns directly in Excel, Google Sheets or your BI tool.
The column structure is stable for the same type of export, which facilitates recurring analyses and reconciliations.
6. Formats and integrations
Available formats : Excel or CSV depending on the export point.
API & bulk exports : under construction.
Imports : possible via Excel or API to enrich your analyses (e.g. monthly CACs).
7. FAQ
→ I don’t see an expected export Check your role, your permissions and the configuration (source, segments, currency).
→ Discrepancies appear in the figures Check the period, the unit (MRR vs recognized revenue vs cash received) and the applied filters.
→ Volumes too large Segment by period, product or country, then export in multiple batches.
→ Can I choose the columns to export? No. Fincome exports all available columns. You can then adapt the file in your working tool.
→ Can I automate recurring exports? Soon via the export center and automatic sharing of custom reports. An export API is also planned.
→ How can I share data with investors without opening the whole platform? Use a dedicated custom report with controlled sharing.
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