Export Options – CSV, PDF, and SIE

All data in Vendion Analytics can be exported for further processing in Excel, for printing to an accountant, or for accounting import to Fortnox/Visma. There are three formats depending on the use case.

Overview: Which format for what?

CSV export (Comma Separated Values)

This is the most flexible format — all raw data in a structured file you can open in Excel, Google Sheets, or Numbers.

How to export:

1. Go to any analytics report (e.g. Analytics → Sales)
2. Click Download / Export CSV in the table header
3. The file saves automatically as e.g. sales-report-2026-04-19.csv

Reports that can be exported as CSV:

• Sales (time series + day parts + daily detail view)
• Product Mix (per item)
• Menu Engineering (with classification)
• Finance (profitability per category)
• Staff (sales + tips per register)
• Staff Cost (per day)
• Period Comparison (KPIs + categories)
• Booking Analytics (top guests, no-show list, table popularity)

Format specification:

• Separator: Semicolon (;) — Swedish Excel standard
• Encoding: UTF-8 (with BOM for Excel compatibility on Mac)
• Decimal separator: Comma (,) — Swedish locale
• Date: YYYY-MM-DD (ISO 8601)

Excel tip:

If you open the CSV in Excel and see all data in one column:

1. Select column A
2. Go to Data → Text to Columns
3. Choose Delimited → Next
4. Check Semicolon → Finish

PDF export (limited)

Some reports can be printed directly as PDF via the browser's print function:

1. Open the report you want to export
2. Press Cmd+P (Mac) or Ctrl+P (Windows)
3. Choose Save as PDF in the print dialog
4. Save the file

Known limitation: Some built-in PDF exports have a limit of around 24,000 characters per PDF. For large reports the content may be truncated at the bottom. Workaround: Export as CSV instead and open in Excel to create a custom PDF report there.

SIE export (Standard Import Export)

SIE is the Swedish standard format for accounting import. Vendion can export accounting transactions in SIE 4 format, which can then be imported directly into most Swedish accounting programs.

Where to find the SIE export:

SIE export lives under the Accounting module (not Analytics), but is mentioned here for completeness. Go to Admin → Accounting → Export → SIE file.

Data included:

• Daily vouchers (one voucher per day by default)
• Chart of accounts (BAS accounts for revenue, VAT, payment methods)
• Breakdown per account:
  • 3001 Food sales
  • 3003 Alcohol sales
  • 2610/2620 Output VAT
  • 1580 Card payments
  • 1910 Cash
  • 1581 Swish

Use case:

Send the SIE file to your accounting firm once a month, or import directly into Fortnox/Visma eEkonomi yourself.

Z-report and SKV export (for the Swedish Tax Authority)

These are separate export formats that cover fiscal requirements rather than analytics data:

• Z-report: Daily register reconciliation (Swedish Cash Register Act). Generated automatically via the Close register button in the POS.
• SKV-XML export: Receipts + Z-reports + returns in the format required by Skatteverket for audits (SKVFS 2021:16). Generated via Accounting → SKV export.

See separate articles: "Z-report" and "Tax Authority export file".

Automation

• Scheduled export: Coming in a future version (planned Q4 2026) — daily/weekly CSV exports emailed automatically
• API integration: Contact support@vendion.com if you need a direct integration to your own BI system or data warehouse

Privacy

Exported files contain no guest data unless you specifically export Booking Analytics' top guests or no-show list. When sharing files — ensure guest data is only shared with authorized parties (GDPR).

Format selection summary

File naming and organization

Vendion uses descriptive filenames with dates:

• sales-report-2026-04-19.csv
• menu-engineering-2026-04.csv
• staff-cost-march-2026.csv

Archiving tip: Create a folder per year with subfolders per month. Save ALL exports from the first day of the month (monthly closing routine) so you have a reference for comparison going forward.

Example monthly export routine (10 minutes)

1. First workday of the month at 09:00:
2. Go to Analytics → Sales → select previous month → Export CSV
3. Go to Product Mix → Export CSV
4. Go to Menu Engineering → Export CSV
5. Go to Finance → Export CSV
6. Go to Staff Cost → Export CSV
7. Go to Booking Analytics → Export all 3 tables as CSV
8. Save all files in the month folder, name the files clearly

This gives you a complete snapshot of the month you can:

• Send to your accountant
• Use as basis for board meetings
• Compare against the corresponding month a year later

Privacy handling when sharing

When sharing CSV or PDF files with external parties:

• Guest data (name, phone) should only be shared with parties with legitimate need (accounting does not need it)
• Discount data may contain sensitive information about staff discounts
• Per-item pricing is strategic — do not share with competitors
• GDPR requirement: Staff and guest lists must be deleted per deletion routine within 30 days of last use

Planned: Direct BI integration

For larger restaurant groups wanting to build their own BI dashboards (Looker, Power BI, Metabase), a direct integration is planned via:

• REST API (planned Q3 2026)
• Data warehouse sync (Q4 2026)

Contact support@vendion.com to get on the waitlist.

Troubleshooting: My CSV opens with strange characters

If Excel shows "Ã¥", "ä", "ö" instead of "å", "ä", "ö":

1. Close the file in Excel
2. Open in LibreOffice Calc instead, choose UTF-8 as character encoding
3. Or in Excel: Data → From Text/CSV → File origin: 65001 (UTF-8)