Export Center

Beginner · 5 min · Reports & insights

Download your data, such as invoices, purchases and stock, as spreadsheets for your CA, your own analysis or your records.

Open this screen in Stockivio →

Export Center

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Sometimes you need the raw data, not a report: your CA wants all sales for the quarter, a bank wants stock statements, or you want to do your own analysis. Export Center gives you spreadsheet downloads from one place. The accountant uses it most, usually at month or quarter end.

Before you start

Record and check the transactions for the period first

Step by step

Open Export CenterUnder Stockivio ERP, open Export Center.
Choose what to exportPick the data you need, for example sales invoices, purchase bills or stock.
Set the periodChoose the date range. For stock, choose the date you want the stock position for, if asked.
Download the fileStart the export and download the spreadsheet.
Check the totalsOpen the file and compare its total with the same report in Reports before you send it.
Share safelySend the file only to people who need it. It contains customer and price data.

Worked example

Kapoor & Associates, the CA firm in Delhi that handles Sharma Traders' books, asks for all sales and purchase data for July to September 2026.

Pooja opens Export Center and chooses sales invoices for 1 Jul 2026 to 30 Sep 2026; downloads the file.
She does the same for purchase bills.
She checks the sales file total of ₹54,60,000 against the Sales Summary in Reports for the same dates.
She emails both files to the CA.

Result: The CA receives complete quarter data in spreadsheet form, and the totals match Stockivio's own reports.

💡 Tips

For GST return files, use GST Reports (GSTR-1 and GSTR-3B CSV exports) rather than a general export.
Name downloaded files with the period, for example Sales Jul-Sep 2026.
Export after all back-dated entries for the period are done.

⚠️ Common mistakes

Exporting before all purchase bills are entered, then sending a second, different file.
Emailing customer data to the wrong address. Double-check the recipient.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Export Center.
Scene 2: Choose sales invoices and a quarter.
Scene 3: Download and open the file.
Scene 4: Compare the total with Sales Summary.
Scene 5: Point to GST Reports for return files.