Exporting Analytics Data

Export Formats

CSV — raw data in comma-separated format. Opens in any spreadsheet application. Best for further analysis, filtering, or combining with data from other sources. Each row represents one record (one client, one deal, one cohort, etc.).

PDF — formatted report with charts and tables. Best for sharing with team members or for record-keeping. The PDF matches what you see on screen, including any charts and visual elements.

How to Export

What's Included vs. What's Only Available In-App

Exports include the data values and summary statistics visible on screen. A few elements are only available in the app:

• Interactive charts — the PDF includes static chart images, but hover tooltips and drill-down interactions are only available in-app
• Client detail links — CSV exports include client names and metrics but not clickable links to individual client views
• Real-time updates — exported data is a snapshot at the time of export; it does not update automatically

Date Range and Filter Effects

The export always matches your current view:

• Date range — only data from the selected period is included. An export with "Last 30 days" selected will not include data from 60 days ago
• Source filter — if you've filtered the funnel to a specific deal source, only that source's data appears in the export
• Stage filter — if you've filtered to specific lifecycle stages, the engagement export includes only clients in those stages

To export unfiltered data, clear all filters before exporting.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.