Export your savings initiatives and their milestones to a CSV file to analyse them in Excel or share them outside oboloo.

Before you start

Only users with permission to export savings can see the Export button. To check your permissions, see Viewing Your Access Rights. If you need access, ask your system administrator.

Export your savings

Open the Savings Initiatives page

Go to Savings Management > Savings Initiatives.

Click Export

Click Export above the Savings table, next to Create Savings Record. The file savings.csv downloads to your device.

📌 Important: The export ignores the table's filters and search. It always contains every savings initiative that isn't archived, a draft or Cancelled, including unapproved and rejected ones. Filter the file in Excel if you need a subset.

What happens next

  • One row per saving: with RECORD TYPE set to Saving Activity, its details, totals and saving-level custom fields. Amounts are in the saving's own currency.

  • One row per milestone: below its saving, numbered like 12.1, 12.2, with RECORD TYPE set to Milestone, the milestone's amounts, its EXCHANGE RATE AGAINST BASE CURRENCY and milestone custom fields.

  • Totals columns: include TOTAL BASELINE SPEND AGAINST REALISED SAVINGS, used to calculate realised %. See How Are Savings Calculated Within oboloo?.

Troubleshooting

I can't see the Export button

You don't have permission to export savings. Ask your system administrator to update your role.

The file has more savings than my filtered table

The export doesn't use the table's filters or search. Filter the CSV after downloading it.

An archived or draft saving is missing from the file

Archived, draft and Cancelled savings are never included. Unarchive or publish the saving first if you need it in the export.

I only want milestones

Go to Savings Management > Milestone Reporting and click Export there. See Savings Milestone Reporting.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.