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Export CSV on the dashboard header downloads the same snapshot currently on screen (stats, charts, cargo list). It is not a date-range export and not the organization archive on Settings. Journey: Dashboard. List search lives on other screens: Search and filters. Full org dump (shipments, orders, setup): Export organization data.

Where it lives

Sidebar Dashboard/{org}/dashboard. The header is greeting copy on the left (Hi {{name}}, plus Good morning! / Good afternoon! / Good evening!) and three controls on the right. There is no Filters popover and no date picker. Brand scope follows the team switcher — Switch organization and brand.
Dashboard greeting with Updated time, Refresh, and Export CSV in the headerDashboard greeting with Updated time, Refresh, and Export CSV in the header

Dashboard header — Updated, Refresh, and Export CSV

Header controls

The dashboard query is treated as fresh for six hours in the browser. Use Refresh after a busy booking window if the cards look stale, then Export CSV so the file matches what you see. Clicking Export CSV does not re-fetch. It serializes the payload already rendered.

The file

Filename: zippendo-dashboard-{org}-{YYYY-MM-DD}.csv
  • {org} is the organization name, lowercased, accents stripped, max 40 characters (example Nordlys Living → nordlys-living). Empty names become org.
  • {YYYY-MM-DD} is the payload’s Generated timestamp (local calendar day), not a filter you pick.
  • UTF-8 with a BOM so Excel keeps æ/ø/å.
  • Delimiter follows the UI locale: comma in English, semicolon in Danish (and other non-en locales) so spreadsheet apps split columns correctly.
  • Cells that start with =, +, @, tab, or CR are prefixed with ' so spreadsheet apps do not treat shipment references as formulas.
There is no in-app preview of the CSV.

Sections (in order)

Blank rows separate blocks. Headers are the English (or Danish) labels from the dashboard catalogs. Zippendo dashboard export Overview — header row Metric, Value Shipments per monthMonth, Shipments (the twelve-month analytics series). Revenue by quarterQuarter, Revenue, Currency. Orders by statusStatus, Orders. Status labels match Order flow health: Pending, Processing, Partial, Fulfilled, Error, Cancelled. Recent shipments — the Cargo shipping list rows:
Dashboard cargo shipping list and shipping revenue cards that feed the CSVDashboard cargo shipping list and shipping revenue cards that feed the CSV

Same dashboard scrolled — Cargo shipping list and Shipping revenue are the last two CSV sections

Empty and loading

While auth is still loading, the stats grid is skeletons and Export CSV is disabled. A workspace with no activity still exports: zeros in Overview, empty month/quarter/status series as present in the payload, and an empty Recent shipments table under the column headers. Onboarding (Get shipping ready) and the usage banner are not included in the CSV.

Not this button

You are done when a zippendo-dashboard-…csv file opens in your spreadsheet with Zippendo dashboard export on row 1 and the Overview metrics matching the four stat cards.