Export to CSV

Carrier Stash exports data as CSV in two places: straight from the Reports workspace, and from the dedicated Export page for carrier and caregiver lists. Both open in any spreadsheet tool. Anyone who can see the data can export it; exports are limited by your plan, not your role (see below).

Exports are part of the paid tiers. A Free organization gets one export ever — a single lifetime export for the whole organization; after that the Export page prompts to upgrade. Starter and above get unlimited exports. Exports are also paused while an organization is over its plan limit.

Export a report

1. Open the report

Go to the Reports workspace and pick the report you want — see Read your reports for the five reports.

2. Filter it down (optional)

Apply facets, a date range, search, or grouping so the export contains exactly the rows you want. The export reflects what’s currently on screen, including your visible columns.

3. Export

Choose Export CSV in the toolbar to download every row, or select specific rows first and use Export selected to download just those. The file downloads as <report>-report.csv. To save a report as PDF instead, use PDF, which opens your browser’s print dialog.

Export carriers or caregivers

The Export page has two dedicated, scoped exports:

Carriers — downloads carriers marked for sale. Archived carriers are excluded. The For sale flag marks a carrier your library plans to sell; you set it from the carrier’s detail page — see Edit a carrier.
Caregivers — this is a mailing-list export only: it downloads just the caregivers opted in to both the newsletter and mass email, with name and contact details (and their opt-out flags). There is no full “all fields” caregiver export — flags, notes, waivers, fittings, and loan history are deliberately never exported.

1. Open the Export page

Go to the organization’s Export page.

2. Choose an export

Open Export carriers (CSV) or Export caregivers (CSV) and choose Download CSV. If your plan’s export is unavailable, the button is disabled and the dialog explains why.

File format

Files are plain CSV (comma-separated), openable in any spreadsheet tool. Dates and times in an export — like the Created at (UTC) column — are written in UTC as full ISO timestamps (for example 2026-07-07T14:30:00Z), not converted to your local time. If you need them in your own timezone, convert them in your spreadsheet after opening.

After exporting

The CSV downloads to your device. To bring data back in, the Export page links to the bulk importer for carriers and caregivers.