Feature Launch - CSV Export

FOR EXECUTIVE TEAM

Subject: CSV Export Feature Launch - Friday

Leadership,

Launching CSV export functionality Friday—enables data portability and unblocks enterprise customer requirements.

Business Impact:

• Solves recurring customer request (enterprise tier requirement)
• Enables users to save and share reports externally
• Removes friction in analyst workflows (Excel/BI tool integration)
• Table-stakes feature for enterprise deals

What It Is:
Users can export any report to CSV format with one click. Enables offline analysis, sharing with stakeholders, and integration with Excel/BI tools.

Launch Plan:

• Friday in-app rollout
• Sales team briefed on positioning
• Support documentation ready

[Your name]

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FOR ENGINEERING TEAM

Subject: CSV Export Feature Launch - Friday Technical Brief

Team,

CSV export launches Friday. Technical summary:

Architecture:

• Server-side CSV generation (prevents browser memory issues)
• Streaming response for large datasets
• Uses RFC 4180 standard format
• UTF-8 encoding with BOM for Excel compatibility
• Respects existing data permissions/filters

What Goes Live:

• Export button in report toolbar
• Backend: CSV serialization, streaming handler
• Frontend: Download trigger, progress indicator
• Limits: 100K rows per export (prevents runaway queries)

Launch Monitoring:

• Response time target: <3s for 10K rows, <30s for 100K rows
• Memory usage (streaming should keep flat)
• Error rate for malformed data
• Export volume and size distribution

On-Call: Standard rotation. Known issue: Large exports on slow connections may timeout—acceptable v1 tradeoff.

Questions? Slack #engineering-data

[Your name]

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FOR SALES TEAM

Subject: NEW FEATURE FRIDAY: CSV Export (Enterprise Requirement)

Sales team,

Friday we launch CSV Export—removes a common objection in enterprise deals.

What Customers Can Do:
Click “Export CSV” on any report to download data:

• Open in Excel for custom analysis
• Share with stakeholders who don’t have logins
• Import into BI tools (Tableau, PowerBI)
• Archive snapshots for compliance

Why This Wins Deals:

• Enterprise requirement: Eliminates “can I export my data?” blocker
• Analyst workflows: Integration with existing tools they already use
• Compliance/audit: Customers need exportable records
• Data portability: Removes lock-in concerns

How to Demo:

1. Open any report
2. Click “Export CSV” button
3. Download completes in seconds
4. Open in Excel to show clean formatting
5. “Your team can analyze this however you want”

Talking Points:

• Standard CSV format (works with all tools)
• Respects all permissions (only exports what user can see)
• No row limits for your workflows

Demo Assets: [link]

Another objection removed!

[Your name]

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FOR CUSTOMER SUCCESS / SUPPORT

Subject: New Feature Friday: CSV Export - Support Guide

CS/Support team,

Friday: CSV export functionality. Here’s what you need:

What’s Changing:
Users can export any report to CSV file:

• Click “Export CSV” button in report toolbar
• Download starts automatically
• File opens in Excel, Google Sheets, any CSV tool

Customer Explanation:
“You can now export any report to CSV. Click the Export CSV button in your report, and you’ll download a file that opens in Excel or any spreadsheet tool.”

FAQ:

Q: “How do I export a report?”
A: Click “Export CSV” button in report toolbar. Download starts automatically.

Q: “What format is it?”
A: Standard CSV (comma-separated values). Opens in Excel, Google Sheets, any spreadsheet software.

Q: “Is there a limit?”
A: 100,000 rows per export. If your report is larger, apply filters to narrow results.

Q: “Does it include everything I see?”
A: Yes—exports respect your current filters and permissions. You get exactly what you see.

Q: “Why won’t it open in Excel?”
A: Right-click file, choose “Open with Excel” or drag into Excel. File uses UTF-8 encoding (standard format).

Q: “Can I schedule exports?”
A: Not yet—manual export only in v1. Share as feedback for roadmap consideration.

Known Limitations:

• 100K row limit (prevents performance issues)
• Manual export only (no scheduled/automated exports)
• Very large exports (50K+ rows) take 10-30 seconds

Escalation: CSV formatting issues or export failures → screenshots to #product-support with “CSV Export” tag.

[Your name]

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FOR CUSTOMERS (In-App)

Title: New: Export Reports to CSV

Hi [Name],

You can now save any report to work with your data offline.

What’s New:
Click “Export CSV” on any report to download your data.

Use It To:

• Open in Excel or Google Sheets for custom analysis
• Share with teammates who don’t have accounts
• Import into other tools you use
• Keep archived snapshots

Where: Look for the “Export CSV” button in your report toolbar.

The file respects your filters and permissions—you get exactly what you see on screen.

Questions? See help article or contact support.

Happy exporting!
The [Product] Team