Custom export

The Export builder lets you assemble the exact CSV you need: you choose the entity, check the fields, optionally add filters, and get a file tailored to you. It is the tool you use when the Export button in each list falls short.

Before you start

• You need the data-tools:read and data-tools:export permissions.
• To export a specific entity you also need that entity's export permission (for example, clients:export for clients or invoices:export for invoices; the pattern is <entity>:export).
• The Professional or Enterprise plan is required. If you see the message "Your plan does not include custom exports", upgrade your plan to continue.
• Files are generated in CSV format (UTF-8, comma delimited) or XLSX format (native Excel), depending on your plan and the preference selected in the Summary panel. XLSX export requires the Professional or Enterprise plan.

How to get to the Export builder

In the side menu, click Tools → Data center. On the home page, select the Export data card.

The 3-panel wizard

The Export builder works with three panels visible at the same time: Entity (left), Fields and filters (center), and Summary (right). You can adjust any panel without losing what you already configured in the others.

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Left panel - Entity

Shows the list of all the entities you can export. Click one to select it - for example, Clients or Products.

If you already have fields or filters configured for one entity and switch to another, Mosce ERP saves the draft of the previous entity for when you come back. A confirmation box will appear before switching.

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Center panel - Fields and filters

With an entity selected, the center panel splits into two tabs:

"Fields" tab

Shows all the exportable fields of the entity as a list of checkboxes. By default, all fields are selected.

• Uncheck fields you do not need to reduce the file size.
• Reorder columns: drag any row (use the drag icon) to change the order in which they will appear in the CSV. The order of the list is the order of the columns in the downloaded file.
• The Select all button toggles between selecting and deselecting all fields with one click.

For clients and suppliers, the field list includes the record's sequential Code - the short identifier that Mosce ERP assigns to each client or supplier. Include it when you need to cross-reference the export with another tool without relying on the name.

"Filters" tab

Here you can add conditions to restrict which rows are included in the export. If you do not add any filter, the CSV will include all the entity's records.

Each filter row has three parts:

To add a filter click Add filter. To remove one, click the × button at the end of the row.

All filters are applied together (AND condition): the CSV will include only the records that meet all the filters at the same time.

Example: to export only the clients from the province of Santiago created after January 1, 2026:

1. Add a filter: Province → Equal to → Santiago.
2. Add another filter: Creation date → Greater than or equal to → 01/01/2026.

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Right panel - Summary

The Summary panel shows in real time the result of what you have configured:

• Selected fields: number of columns the CSV will have.
• Active filters: number of applied conditions.
• Estimated rows: the approximate count of records that will meet the filters, calculated automatically as you configure. If the estimate is not available, the message "Could not calculate the total. The export will run anyway." appears - this does not prevent exporting.
• Format: choose between CSV and XLSX (Excel). The XLSX format is available on the Professional and Enterprise plans. If your plan does not include this option, the selection will appear disabled with an upgrade indication.
• Export button.

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Export in XLSX format (Excel)

Users on the Professional and Enterprise plans can export in native XLSX format. Unlike a CSV, the XLSX file respects the original data types:

This lets you open the file in Excel or any compatible spreadsheet and work directly with the data without having to convert columns manually.

To generate an XLSX, select the XLSX (Excel) option in the format selector of the Summary panel before clicking Export.

The selected format is also saved when you use Save configuration: the dialog includes the same CSV / XLSX selector and the chosen option is associated with the preset. Every time you run that saved configuration, the export will use the recorded format without needing to choose it again.

What happens after clicking Export?

Mosce ERP evaluates the size of the job:

• Small jobs: the file is generated immediately and you are redirected to the job detail page, where you can click Download to get the file (CSV or XLSX, depending on the selected format). If the job was processed immediately, the status will already appear as Completed and the Download button will be available; otherwise, the page refreshes automatically every few seconds.
• Large jobs: the job is queued and you receive a notification when it is ready. You can close the Export builder and keep working - the job continues in the background. When it finishes, a notification appears at the top of the screen with a Download button.

In both cases, the job is recorded in the Job history.

Download the file

From the job detail page (or from the history), click Download. Mosce ERP generates a direct download link at that moment - each time you click the button a fresh link is generated, so you can download it as many times as you need.

Limits

If your plan does not include custom exports, the Export button will show the message "Your plan does not include custom exports".

Related

• Data center - Introduction
• Job history
• Custom import

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Last updated: 2026-05-21