# Export to CSV

> Download your items, work orders, purchase and delivery orders, stock history, and lots as CSV files to open in Excel or Google Sheets.

Source: https://docs.floorlinehq.com/reports/export/ (updated 2026-10-17)

You can download most of FloorLine's lists as CSV files, to open in Excel or Google Sheets, send to your accountant, or keep your own records. Each download is a **Download CSV** button on the list it comes from, and the file matches what that list shows: the same **Show** filter and the same search.

Admins and managers can download exports. Operators can't.

## What you can export

| Export | Where | Plan |
| --- | --- | --- |
| Items | **Stock → Items**, **Download CSV** | Every plan (stock columns on Basic and up) |
| Work orders | **Floor → Work orders**, **Download CSV** | Every plan |
| Purchase orders | **Stock → Shipping and receiving**, **Receiving** tab, **Download CSV** | Basic and up |
| Delivery orders | **Stock → Shipping and receiving**, **Shipping** tab, **Download CSV** | Basic and up |
| Stock history | **Stock → Items**, **Stock history (90 days)** | Basic and up |
| Lots and serial numbers | **Stock → Expiring soon**, **Download all lots and serials** | Mid and up |

## Download an export

1. Open the list you want, for example **Floor → Work orders**.

2. Set the list up the way you want the file: pick what to **Show** and type a search if you only want some of it.

3. Choose **Download CSV**. Your browser saves the file (for example `work-orders.csv`) to your downloads.

The file is made when you click, so it has everything as it stands right then.

## Items

The **Download CSV** button at the top of **Stock → Items** downloads every active item, sorted by name. Archived items are left out. The search, filters, and grouping on the Items page don't change the file: it always has all active items.

| Column | What it holds |
| --- | --- |
| Name | The item's name |
| SKU | Its SKU, if it has one |
| Description | The subtitle shown under its name |
| Category | Its category, if it has one |

On Basic and up, these columns follow:

| Column | What it holds |
| --- | --- |
| Made or purchased | Made or Purchased |
| Unit | The unit stock is counted in (each, ft, lb, ...) |
| Stock tracked | Yes or No |
| Counted by | Quantity, Lot, or Serial |
| On hand | Current on hand for the whole shop (blank when stock isn't tracked) |
| Min, Max | The reorder points, if set |
| Preferred vendor | The item's preferred vendor (purchased items) |
| Lead time (days) | The item's lead time, if set |

## Work orders

The **Download CSV** button on **Floor → Work orders** uses the list's **Show** filter (**Active**, **Done**, **Canceled**, or **All**) and its search. On the High plan, if you've picked a location in the header, the file has only the orders with a step at that location, like the list.

Orders are sorted by due date (orders without one last), then by number.

| Column | What it holds |
| --- | --- |
| Work order | The number, like WO-1042 |
| Item, SKU | What the order makes |
| Quantity | How many it's for |
| Finished | Units already finished and put in stock (on Mid and up you can report some before the order is done) |
| Unit | The item's unit |
| Status | Open, In progress, On hold, Done, or Canceled |
| Due | The due date |
| Late | Yes if the order is active and past its due date, else No |
| Customer, Customer PO | As entered on the order |
| Notes | The order's notes |
| Created | When the order was created |
| Completed | When it was finished (blank if it isn't) |

## Purchase and delivery orders

*(Basic plan and up)*

The **Receiving** tab downloads purchase orders and the **Shipping** tab downloads delivery orders. Each uses the tab's **Show** filter (**Open**, **Done**, **Canceled**, or **All**) and search.

The file has **one row per order line**, so an order with three items takes three rows, each repeating the order's details. Open orders are sorted by date, then number; other filters put the newest order first.

| Column (purchase orders) | Column (delivery orders) | What it holds |
| --- | --- | --- |
| Purchase order | Delivery order | The number, like PO-1001 or DO-1001 |
| Vendor | Customer | Who the order is with |
| Vendor's reference | Customer PO | The reference on the order |
| Expected | Ship by | The order's date |
| Status | Status | Open, Done, or Canceled |
| Received at | Ships from | The order's location (High plan only) |
| Item, SKU | Item, SKU | The line's item |
| Quantity | Quantity | How many the line is for |
| Received | Shipped | How many have come in or gone out so far |
| Unit | Unit | The item's unit |
| Unit price | Unit price | The line's price for one unit, if it has one |
| Amount | Amount | Quantity times unit price, if the line has a price |
| Notes | Notes | The order's notes |
| Created | Created | When the order was created |

The **Status** column is the order's own status. An order that's partly received or shipped is still Open; compare **Quantity** with **Received** or **Shipped** to see what's left on each line.

## Stock history

*(Basic plan and up)*

**Stock history (90 days)** on **Stock → Items** downloads every stock movement of the last 90 days, through today, oldest first: counts, adjustments, materials used on work orders, finished goods made, receipts, shipments, waste, scrap, and transfers.

| Column | What it holds |
| --- | --- |
| When | Date and time of the movement |
| Item, SKU | The item that moved |
| What | Counted, Adjusted, Used, Made, Received, Shipped, Wasted, Scrapped, Returned, or Transferred |
| Change | How much on hand went up (positive) or down (negative) |
| On hand after | The item's on hand for the whole shop right after it |
| Unit | The item's unit |
| Order | The work order, purchase order, delivery order, or transfer order it belongs to, if any |
| Location | Where it moved (High plan only) |
| By | Who did it, when a person did |
| Note | The note entered with it, if any |

A transfer between locations shows two rows (out of one location, into the other) and doesn't change **On hand after**, because the shop's total stays the same.

## Lots and serial numbers

*(Mid plan and up)*

**Download all lots and serials** on **Stock → Expiring soon** downloads every lot with stock and every serial number in stock, not just the ones expiring soon. Lots come first, then serial numbers, each sorted by item and then by date, soonest first.

| Column | What it holds |
| --- | --- |
| Item, SKU | The item |
| Lot or serial | Lot or Serial |
| Number | The lot number or serial number |
| On hand | The lot's quantity (1 for a serial number) |
| Unit | The item's unit |
| Date kind | Expires or Best by, when it has a date |
| Date | Its expiry or best-by date |
| Status | Expired, Past best-by, or Soon (within the item's warning days); blank otherwise |
| First in | When the lot or serial number first came into stock |

See [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/) for how dates and warnings work.

## Limits

- The work order, purchase order, delivery order, and stock history files hold at most **100,000 rows**. If a list is bigger than that, narrow it with **Show** or a search before you download.
- Stock history from the Items page always covers the last 90 days.

## Open the file in Excel or Google Sheets

- **Excel:** double-click the file, or use **File → Open**. The file is marked as UTF-8, so names with accents and symbols like ° and ″ come through correctly.
- **Google Sheets:** choose **File → Import** and upload the file.

A few things to know about what's inside:

- **Dates and times are on your shop's clock**, the time zone in [Shop settings](https://docs.floorlinehq.com/setup/shop-settings/), not the clock of the computer you download on. Dates are written `2026-10-04` and times `2026-10-04 14:05` (24-hour), which both Excel and Sheets read as dates.
- **Numbers are plain numbers**, without units or thousands separators, so you can add them up. The unit is in its own column.
- **Empty means none.** A blank cell means the field wasn't set, not zero.
- **Text that looks like a formula starts with an apostrophe.** If a name, note, or reference begins with `=`, `+`, `-`, or `@`, FloorLine puts a `'` in front of it. Spreadsheets run anything starting with those characters as a formula, and a formula typed into a note (by mistake or on purpose) could otherwise run on your computer when you open the file. You may see the apostrophe in the cell; delete it if you need the text exactly as typed.

**Tip:**
To keep a monthly record of stock, download **Stock history (90 days)** at the start of each month. Each file overlaps the one before, so nothing falls between them.

## Related

- [Work orders](https://docs.floorlinehq.com/floor/work-orders/)
- [Items](https://docs.floorlinehq.com/setup/items/)
- [Shipping and receiving](https://docs.floorlinehq.com/stock/shipping-receiving/)
- [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/)
- [Import from spreadsheets](https://docs.floorlinehq.com/setup/importing/)