Exporting Data

Overview

Corso lets you export your operational data — returns, warranties, registrations, and shipping protection claims — to CSV for reporting, sharing with manufacturers, or analysis outside the platform. You can run a one-time export from any list view, save the configuration as a reusable template, and have Corso run it automatically on a daily, weekly, or monthly schedule.

What You Can Expect

With Corso data exports, you can:

Run a one-time export from any claims, registrations, or shipping list with the filters you have applied
Save export configurations as Data Export Templates so the same column selection and filters can be re-run with one click
Schedule templates to run automatically (Daily, Weekly, or Monthly) and have the file emailed to your team
Send exports to multiple recipients — the user who triggered the export plus any additional emails you list on the template
Include any custom field responses alongside standard data
Export from saved views (e.g. “Warranties this month”) without rebuilding the filters

Key Features and Functionality

One-Time Exports

Best for ad-hoc reporting or when you only need a snapshot today.

Navigate to the list view you want to export from — Returns, Warranties, Registrations, or Shipping Claims.
Apply any filters or pick a Saved View to scope the data.
Click the Download button.
Choose your Columns (e.g. claim ID, customer email, status, resolution method).
If applicable, select any Custom Field Responses to include — line item, inspection, or registration custom fields.
Click Export. The CSV is generated in the background and emailed to you when it’s ready.

One-time exports use whatever filters are active in your current view. If you need the same export repeatedly, save it as a template instead.

Data Export Templates

Templates store the export configuration — type, filters, and columns — so you (or anyone on your team) can re-run the same export with one click. Templates also unlock scheduling.

Create a template:

Go to Settings → Data Export Templates.
Click Add Data Export Template.
Fill in the template:
- Name — what shows up in your template list (e.g. “Last 30 days denied warranties”)
- Type — Return, Warranty, Registration, or Shipping Claim
- Filters — same controls as the list view (date ranges, status, tags, etc.)
- CSV output — pick the columns and any custom fields to include
(Optional) Configure a schedule — see below.
Click Create.

Use a template:

From the templates list, click Run Export next to any template — you’ll get a confirmation dialog and the CSV will be emailed when ready.
Click the menu next to a template to Edit or Delete it.

Scheduling

Schedules let Corso run a template automatically. Useful for weekly handoffs, monthly reports, or feeding a downstream system.

When creating or editing a template, toggle Enable schedule and configure:

Frequency — Daily, Weekly, or Monthly
Day
- For Weekly schedules, pick a day of the week (Monday through Sunday)
- For Monthly schedules, pick a day of the month (1 through 28)
Notification emails — a comma-separated list of email addresses that should receive the export each time it runs

Once enabled, the schedule kicks in immediately. You don’t need to do anything else — Corso queues up the export at the configured cadence and emails the CSV to everyone on the recipient list when it finishes.

Scheduled reports always go to the addresses on the Notification emails list. Make sure that list is populated; otherwise no one receives the file.

Receiving and Using the Export

Recipients receive a transactional email with a Download button when the export is ready.
Click the button in the email to download the CSV.
From there you can open it in Excel, Google Sheets, or whatever tool you use, share it with manufacturers, or pipe it into another system.

If something goes wrong (no records match your filters, or a transient error), Corso retries the export automatically a few times before notifying you. You’ll get a single follow-up email if the run ultimately can’t be completed — no spam during the retries.

Implementation

Quick: one-time export

Open the list view you want.
Apply filters / pick a Saved View.
Download → choose columns + custom fields → Export.
Watch your email.

Recurring: save a template + schedule it

Settings → Data Export Templates → Add Data Export Template.
Configure the template (name, type, filters, columns).
Toggle Enable schedule, pick frequency + day + recipient emails.
Create. The first run will follow the schedule you picked.

FAQs

Q: What’s the difference between a one-time export and a template? A one-time export uses your current filters and runs immediately for you only. A template saves the configuration so it can be re-run on demand or on a schedule, with the file going to a list of recipients you control.

Q: Can I have multiple people receive a scheduled export? Yes — add each address as a comma-separated entry in the Notification emails field on the template. All listed recipients get the file when the schedule runs. (Manual one-time exports still go only to the user who triggered them.)

Q: When do scheduled exports run? Daily templates run once each day. Weekly templates run on the day of the week you picked. Monthly templates run on the day of the month you picked (1–28). Exact run time is internal — typically within a few minutes of the scheduled day starting (UTC).

Q: Can I export all claims (returns + warranties) in one file? No — each template (and each one-time export) is scoped to a single type. Create separate templates if you need both.

Q: What happens if no records match my filters? You’ll receive an email letting you know there were no records found, with a suggestion to adjust the filters and try again. No CSV is produced.

Q: Can I delete a template I no longer need? Yes — open the menu next to the template on the Data Export Templates page and choose Delete. Already-completed exports are unaffected; only future runs are stopped.