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Exports and Reports

Exports and reports are one of the most common uses of Flow.

These flows usually fetch a data type, apply filters to narrow the result, and then create a file that can be sent by email or uploaded to FTP.

Common Examples

Typical export and reporting use cases include:

  • scheduled product exports
  • customer or supplier data extracts
  • transaction reporting
  • operational files for third-party systems
  • stock-level exports
  • joined exports that combine related data into one file

Typical Setup Pattern

A common reporting flow looks like this:

  1. Choose a template or solution for the data type you need.
  2. Add filters so only the right records are included.
  3. Choose the fields to output.
  4. Set the file format and file name.
  5. Choose whether the file should be emailed or uploaded to FTP.
  6. Simulate the flow, then activate it.

Examples

Examples that fit this pattern include:

  • exporting transactions together with linked customer, product, supplier, or brand data in one file
  • sending scheduled stock feeds to external systems
  • producing daily lists of products in negative stock
  • exporting data in CSV, JSON, or XML depending on what the receiving platform expects
  • using calculated stock fields such as Total Stock Value and Average Cost Price in exports

If you are working with stock-level flows, those templates support standard, measured, and weighed products.

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