All guides, by feature
Export pacing to Excel
Press Export at the top of Pacing to download the lines on screen as an Excel file.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Pacing
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Pacing and set the client, month or Whole flight, and filters you want.
Press Export.
When it worked
An .xlsx file downloads with Campaign, Client, Platform, Source, Budget, Spend, % of budget, Target so far, Pace and Status for each line.
If something goes wrong
Export is greyed out.
Nothing is listed. Clear your filters.
Margin isn’t in the file.
The export has no margin, profit or impression columns.
Pace is a decimal.
Pace is exported as a ratio, so 0.92 means 92% of target so far.
How it works
Limits: Pacing limits
Pacing covers 12 months back to 6 months ahead, counts spend through yesterday in your agency’s timezone, and has no way to delete budgets or lines.
- The month picker goes 12 months back and 6 months ahead. The Budgets grid shows last month through 6 months ahead.
- Spend runs through yesterday. “Today” follows your agency’s timezone, America/New_York by default, and there’s no setting for it in Orbit.
- Budgets can’t be deleted, only replaced with a new amount.
- There’s no way to remove a line, hide an unmatched campaign, or match a campaign to an existing line.
- The trend chart covers 5 months back to 2 months ahead and counts only plan or typed budgets. Months on an even split or shape plan count as $0 there.
- Months and days that have started are locked from replanning unless you tick the option to replan them.
- The Excel export has no margin, profit or impression columns.