There are four ways to get data out of YoTrackr, and they suit different jobs. A report is for sending to someone, a quick export is for your own analysis, a selected-rows export is for a handful of items, and a calendar file puts your renewals in Google or Apple Calendar. Reports and exports are part of the Starter plan and above.
Which one do I need?
| You want | Use |
|---|---|
| A document for an accountant or a client | A report, as PDF |
| Your data in a spreadsheet | A report or quick export, as Excel or CSV |
| Your wishlist as well | Tick Also export my wishlist in a report or quick export |
| Just a few items | Select rows, then Export CSV |
| Renewals in your calendar app | Export .ics on the calendar page |
| A copy of everything YoTrackr stores for your account | Settings, Account. See download your data, change your email or delete your account |
1. A report (PDF, Excel or CSV)
- Open More actions (the three dots in the top bar) and choose Reports. Report Settings opens.
- Set an optional Date Range and a Category Filter. A small summary shows how many items are included, how many are active, and their total cost.
- Choose Preview Report. Under Select Export Format pick PDF, Excel or CSV, then download.
- PDF. A landscape document with your totals, the charts and a table of your items. When any domain has its registration date, SSL, privacy or registry status filled in, a Domain details table follows with the columns Domain, Registered, Expires, SSL, SSL until, Privacy and Registry status. Best for reading and sending.
- Excel. A workbook with a Summary sheet, a Subscriptions sheet (including the billing cycle and, for domains, the SSL, privacy and registry status), and a By Category sheet. Best for your own analysis.
- CSV. The plain data, saved as
YoTrackr-Export-DATE.csv. See The CSV layout below.
The totals in the PDF and the Excel Summary count active items only. A yearly cost counts as one twelfth of its price in your monthly spend, and everything is converted into your default currency. One-time costs are shown apart, not added to the monthly figure.
How the date range works
The range is called Renewing between. An item is included when its renewal date falls inside the range. You can fill in only the start or only the end, and the other side stays open. Items with no renewal date cannot be placed in a range, so they are left out as soon as you set one. The panel tells you how many, for example "2 items have no renewal date and are left out". Leave both dates empty to include everything, and use Clear to remove the range.
2. Quick export
For a file without the preview step. In More actions, choose Export as PDF, Export as Excel or Export as CSV. A Quick Export panel opens with the format already chosen and the same optional date range and category filter. Choose the export button and the file downloads.
The panel says what it is about to export, for example "Exporting Web Hosting · 12 items". Both the report and the quick export start from the page you are on, so on a sector page such as Web Hosting only that page's items are offered. Choose Export all (with the number of items) to export everything your account holds, and Only followed by the page name to go back. Pages that do not list items, such as the Wishlist, the Calendar and the Provider Directory, export everything. The export follows the page, not the search box or the table's own filters. To export a filtered handful, select those rows and use Export CSV (section 3).
Including your wishlist
If you have wishlist items, the panel shows Also export my wishlist with the number of items. Tick it and the wishlist goes along as a separate part: a Wishlist page in the PDF, a Wishlist sheet in Excel, or a second file, YoTrackr-Wishlist-DATE.csv, for CSV. It is ticked for you when you open the export from the Wishlist page. The category and date filters do not apply to it, and it is never added to the spend totals. The wishlist columns are name, type, status, domain state, priority, target date, owner expiry, estimated cost, saved, currency, provider, tags and notes. Read about the list itself in the wishlist guide.
3. Selected rows only
Tick rows in the list and choose Export CSV in the bar that appears. You get YoTrackr-selected.csv with just those items.
4. Renewals for your calendar
On the calendar page, choose Export .ics. You get YoTrackr-renewals.ics, which you can import into Google, Apple or Outlook Calendar. See Renewal calendar for the calendar itself.
The CSV layout
Columns are name, type, provider, cost, currency, billing_cycle, purchase_date, renewal_date, notes and tags (separated by a vertical bar). After those come status, priority, has_ssl, ssl_expires, has_privacy and domain_status, then one custom_ column per custom data field. Import CSV reads all of them, so a file you exported can be imported again without losing the SSL, privacy or registry details of a domain, which makes an export a good template and a way to move items to another account. See import subscriptions from a CSV file.
Two details about the file itself. It is saved with a byte-order mark, so Excel shows names in other alphabets and signs such as the rupee sign correctly instead of garbled text. And a cell that starts with =, +, - or @ gets an apostrophe in front in the file, so a spreadsheet shows it as plain text and never runs it as a formula. The import takes the apostrophe off again.
Tips and fixes
| Problem | Fix |
|---|---|
| The report is empty | Clear the date range and the category filter. Items without a renewal date are left out when a range is set, and the panel says how many. Also check the page you opened the export from: a sector page offers only its own items, and Export all widens it. |
| A message says export is restricted | Export is part of Starter, Pro and Team. See what each plan includes. |
| Costs look mixed | The CSV keeps each row's own currency and does not convert costs into your default currency. The PDF and Excel totals are converted into your default currency. See currencies and exchange rates. |
| The download does not start | Large reports with charts can take a few seconds. If nothing downloads, allow downloads for the site. |
Common questions
Can I restore from a report? No. A report is for reading. For a file you can restore from, use the backup in Settings, Data. See backups and recovery inside the app.
Can I send a report to an accountant? Yes. Use the PDF for reading and the Excel file if they want to work with the numbers.
Does a report include items I deleted? No. It uses the items currently in your list.
Is the wishlist part of my spend? No. Wishlist items are shown in their own table, sheet or file and are never added to the totals.
New to tracking your renewals? How to track your subscriptions, step by step covers what to put in the list first.