Excel export for Agency owners

By the Mail → Excel team · Updated 2026-10-20

Client reporting starts with what was agreed over email. A per-client export turns those agreements into numbers you can defend. This page lists the exact columns, an example row and the command that produces it.

Columns to keep

Column	Why it matters
`client`	The join key for every other report you will build later.
`campaign`	The campaign or project the client paid for.
`spend`	Budget spent, with a currency column.
`result`	The outcome metric agreed with the client.
`period`	Month or quarter, so each export is a closed, auditable slice.

Example row

One real-shaped row from this role’s export:

client	campaign	spend	result	period
GlowStudio	Autumn promo	1,800	42 leads	2026-09

Export it in one command

python mail_to_excel.py \
  --host imap.example.com --user you@example.com \
  --days 31 --fields client,campaign,spend,result,period \
  --out agency-owner.xlsx

The --fields option is what turns a raw dump into a report your role can use.

Provider notes

Agency accounts on Google Workspace often need OAuth because admins disable app passwords.

Two pitfalls that ruin the file

Reports mix currencies and time zones — Store currency and timezone columns explicitly; never infer them from the amount.
One client’s data leaks into another report — One folder or label per client, one export per client.

Next step

Step-by-step: export agency owner email to Excel · all roles · ready script ($3)

FAQ

Can I automate monthly client reports?

Yes: schedule the export, then build the report from the file with the same column names every month.

How do I handle client-specific fields?

Keep a shared core of columns and add a client-specific sheet; do not fork the schema per client.

Is there a ready script for this?

Yes — the Python script exports any IMAP mailbox with the fields listed above; it costs $3 and runs locally.

Related guides

Export agency owner email to ExcelStep-by-step with the same columns and command.
All roles20 professions, one export method.