--- title: Export the Forecast description: Understanding Vividly's forecast export --- [Skip to content](https://knowledge.govividly.com/export-the-forecast#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new?hsLang=en) [Open the Vividly portal](https://knowledge.govividly.com/support?hsLang=en) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. [Vividly Knowledge Base](https://knowledge.govividly.com/?hsLang=en) 2. [Insights](https://knowledge.govividly.com/insights?hsLang=en) 3. [Forecast](https://knowledge.govividly.com/insights?hsLang=en#forecast) April 1, 2026 # Export the Forecast ## Understanding Vividly's forecast export   ### **Summary** The Vividly Forecast Export lets you download your forecast data in two formats: **Excel (.xlsx)** or **CSV (.zip)**. Both formats contain the same data organized into four sections — Retailers, All-Other Buckets, Distributors, and First Receivers. Excel delivers everything in one file with four tabs; CSV delivers a zipped folder with four individual files (one per tab). CSV exports are faster and better suited for large datasets. --- ### **Steps** 1. Navigate to the **Forecast** module in Vividly. 2. In the top-right corner of the Forecast table, click the **"gear" icon** (⚙️). 3. A dropdown menu will appear. Select one of the two export options: - **"Export to Excel"** — downloads a single `.xlsx` file with four tabs. - **"Export to CSVs"** — downloads a `.zip` folder containing four individual `.csv` files. 4. **(Optional — as of 03/05/2026)** Before exporting, you may use the export filter to: - Select a **single year** of data instead of the default two-year range — useful for reducing file size and export time. - Enable **Override Indicators** to distinguish system-generated values from user-entered values in the Retailer and All-Other Bucket tabs. 5. The file will begin downloading to your computer. 6. Open the downloaded file: - **Excel:** Open the `.xlsx` file directly. You will see four tabs at the bottom of the workbook. - **CSV:** Unzip the `.zip` folder. You will find four `.csv` files. Open each file in your spreadsheet software. **Warning — CSV opening in Excel:** When opening a CSV file in Microsoft Excel, you may see a dialog referencing "data conversions." Click `Convert` to proceed. Skipping this step may result in incomplete or incorrectly formatted data. **Note — Group By affects the export:** The export reflects the time frame currently selected in the Forecast table. To export *monthly* data, first change the "Group By" dropdown to **"Month"** before running the export. --- ### **Export Format** #### 📊 Excel (.xlsx) - Single file download - 4 tabs in one workbook - Filename includes version name and year (e.g., `forecast_export_weekly_2026_v12.xlsx`) - Best for: smaller datasets, users who prefer a single file #### 📁 CSV (.zip) - Zipped folder with 4 separate files - 1 file per tab/section - Files are numbered and named (e.g., `1_Retailers_(POS).csv`) - Best for: large datasets, faster processing, system integrations --- ### **The Four Tabs / Files** Both Excel and CSV exports contain the same four datasets. The content in each Excel tab matches its corresponding CSV file exactly. | Tab / CSV File Name | Data Type | Customer Types Included | | --- | --- | --- | | `Retailers (POS)` `1_Retailers_(POS).csv` | Point-of-Sale (POS) | Retail customers | | `All-Other Buckets (POS)` `2_All-Other_Buckets_(POS).csv` | Point-of-Sale (POS) | All Other Bucket (AOB) customers (e.g., UNFI All Other, KeHE All Other) | | `Distributors (Shipment)` `3_Distributors_(Shipment).csv` | Shipment | Distributor customers (e.g., UNFI, KeHE, DSD) | | `First Receivers (Shipment)` `4_First_Receivers_(Shipment).csv` | Shipment | First Receivers — direct customers and distributors with shipment timing applied |   **Note:** Each row in every tab corresponds to a single **(Customer, Product, Date)** data point. **Note — Monthly & Quarterly exports:** When exporting in Monthly or Quarterly view, time-period columns change accordingly (e.g., `Week` becomes `Month` or `Quarter`), and some weekly-only columns such as `Velocity`, `Lift`, `Promotion (Y/N)`, and `Actual/Forecast` are omitted. - 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