Exporting Requests to CSV or Excel
Pull request data into any spreadsheet tool.
DiscountFlow lets you export request data to CSV for use in spreadsheet tools, reporting pipelines, or external record-keeping. CSV files open directly in Excel, Google Sheets, and most other spreadsheet applications.
Exporting a Single Request
To export one request as a CSV:
- Open the request detail page.
- Click the Export dropdown in the page header.
- Select Export as CSV.
- The file downloads immediately to your browser’s default download location.
The exported file contains the request details and all line items for that request.
Exporting Multiple Requests
To export a filtered set of requests at once:
- Go to the Requests list.
- Apply any filters or status tabs to narrow down the requests you want to export.
- Click Export in the top-right area of the list (next to the view toggle).
- Select Export as CSV.
The exported file includes all requests currently visible in the list — the active filters and status tab determine what’s included. If you want to export all requests, switch to the All tab and clear all filters before exporting.
What’s Included in the Export
The CSV export contains one row per line item, with columns for:
| Column | Description |
|---|---|
| Request ID | Internal unique identifier |
| Request Name | The name given to the request |
| Request Type | The type selected when the request was created |
| Status | Current status of the request |
| Submitted By | Name of the submitter |
| Date Submitted | Date and time the request was submitted |
| Product Name | Name of the product on that line item |
| Quantity | Number of units |
| List Price | Standard catalog price per unit |
| Requested Price | Discounted price per unit requested |
| Discount % | Calculated discount percentage |
| Extended List | `List Price × Quantity` |
| Extended Requested | `Requested Price × Quantity` |
Requests with multiple line items will appear as multiple rows, with the request-level fields (name, type, status, submitter) repeated on each row.
Opening the File in Excel
If the CSV file opens as unformatted text in Excel, use File → Import and set the delimiter to comma. Alternatively, rename the file extension from
to .csv
before opening, though this may not preserve all formatting — the import method is more reliable..xlsx
Google Sheets opens CSV files directly without any extra steps.