--- title: "Data Export" description: "The flexible export currently supports the creation of a CSV file with data from the trade tax allocation (GewStZ) and the generation of CSV and PDF files based on custom reports." source_url: https://support.lucanet.com/en/documentation/income-taxes/income-taxes/company/data-export language: en last_updated: 2026-05-28 --- # Data Export ## Overview The flexible export currently supports the creation of a CSV file with data from the trade tax allocation (**GewStZ**) and the generation of CSV and PDF files based on **custom reports**. ## Navigation The **Data Export** workspace can be found under **Company | Data Export** or under **Reporting | Data Export**. The **Data Export** workspace is displayed, for example, as follows: ![Workspace 'Data export'](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/workspace-data-export.png) Workspace 'Data export' ## Requirement for the Data Export To export data, an interface structure must be created under **Master Data | Interface | Structure**. ![Creating an interface structure in the master data](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/ceate-interface-structure.png) Creating an interface structure in the master data > **Note:** You can find details on creating interface structures in [Structure](https://support.lucanet.com/en/documentation/income-taxes/income-taxes/master-data-income-taxes/interfaces/interfaces-structures.md). ## GewStZ Export (Trade Tax Allocation Export) To export trade tax allocation data, you must configure the following settings with a name of your choice: ![Exporting trade tax allocation Data](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/tax-decomposition.png) Exporting trade tax allocation Data ## Export with Custom Reports The prerequisite for this case is that you have previously created a custom report of type **Export** under **Reporting | Reporting Engine**. > **Note:** To create a custom report of type **Export** under **Reports | Reporting Engine**, you must have the **System Administrator – Edit** permission. On this basis, a data export can now be configured. When the export is executed, the custom report is generated and the data from one worksheet of this Excel file are read out and exported in CSV format. The following settings must be made in the **interface structure**: ![Configuring data export](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/configure-data-export.png) Configuring data export The following details are particularly important: - The **Custom Report** entry, - The Excel sheet from which the data are taken - The row of the Excel sheet in which the export should start (skip header rows) - The target that specifies whether the export is made available as a download, exported to the specified file path, or exported to a database table > **Warning:** When exporting to a **database table**, the **Excel sheet name** must match the table name from the database. In addition, the column names in the report must match the column names in the database table. Optionally, specify a restriction in the **Milestone** drop-down list. This means that the export may be performed only when a specific milestone has been reached. ![Selecting the milestone that must be in a specific state before export](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/dataexport-milestone-restrictions.png) Selecting the milestone that must be in a specific state before export ## Specifying the Complete File Path In the **Absolute file path** field, the name of the export file must be entered with a complete and valid path of the web server, e. g.: C:\\temp\\Exportdatei.csv The path must exist on the web server, which means Income Taxes does not explicitly establish an FTP connection or similar connection. Placeholders (in curly brackets) can be used for specific values (e. g. the current date) both in the path and in the file name. These placeholders are replaced by the current values when the export file is generated. To include the ID of the current company in the name, you must, for example, use the **UNITID** placeholder: `C:\temp\Export_{UNITID}.csv` The following placeholders are currently available: - {YYYY}: year of the current period - MM}: month of the current period - {DD}: day of the current period - {year}: year of the date - {mon}: month of the date - {day}: day of the date - {hour}: hour of the date - {min}: minute of the date - {sec}: second of the date - {PERIODID} ID of the current period - {UNITID}: ID of the current unit - {USERID}: ID of the current user - {USERNAME}: name of the current user - {BUKRS}: reporting entities of the current company according to **Master Data | Company | Additional company codes** The placeholders can also be used in the path to store files in different directories, for example by the year and month: `C:\temp\{year}\{mon}\Export_{UNITID}.csv` ## Automatic Export In the interfaces, the **Trigger export automatically upon** option is also displayed if the **Export** and **Custom Report (csv)** options have been chosen: ![Configuring automatic export](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/configure-automatic-export.png) Configuring automatic export > **Warning:** Please note the following when using the automatic export: The **{UNITID}** (see [Specifying the Complete File Path](#filepath)) must always be specified in the absolute file path of the automatic export. A standard interface configured in this way is displayed in the **Interface** drop-down list in the **Data Export** workspace, where it can be chosen: ![Configuring the interface in the ‘Data Export’ workspace](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/choose-interface.png) Configuring the interface in the ‘Data Export’ workspace An interface chosen here checks within the period whether the milestone chosen in the interface has been closed, and then performs the export. The **Absolute file path** field needs to be filled for this type of export. In contrast, **export interfaces** can also be assigned to a company. If export interfaces are assigned to a company, only the exports assigned to that company are performed. These exports can be triggered either by manually closing the milestone or by import in the subgroup area. ## Export Procedure To start the data export: 1. Open the **Data Export** workspace. ![Workspace 'Data export'](https://support.lucanet.com/assets/docs-images/income-taxes/income-taxes/company/data-export/_images/en/workspace-data-export.png) Workspace 'Data export' 2. Select the required **Interface**. 3. Click **Export** to start the export. 4. If no absolute file path was specified, the file is downloaded directly from the browser. If a path was defined as described above, the file is stored under the name specified there. If an additional PDF export is optionally required, it is stored under the same name as the CSV file (with the extension .PDF).