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Export a report to a spreadsheet

When you need a report’s numbers in a spreadsheet, to hand to an accountant, to slice further, or to keep, use Export CSV. The file is built by the server from the same numbers on your screen, so an export a teammate makes on another device matches yours line for line.

Before you start

  • You need permission to view the report you are exporting.
  • Set the report’s filters, its period, date range, or as-of date, the way you want the export to read. The CSV reflects the current view.

Export a report

  1. Open the report.
  2. Click Export CSV on the report table.
  3. Open the downloaded file in your spreadsheet.

Good to know

  • Most reports offer Export CSV; a few summary views (Forecast, Business, Recurring, Consult coaching, Approval Scorecard) do not, because they are charts and roll-ups rather than a table. Every report can still be shared with Copy link or printed with Print / PDF.
  • The Cash / Receivables export includes each customer’s per-event detail rows and the aging totals, so it reconciles with the on-screen report.
  • The button is disabled when a report’s table is empty; widen the period or range and it comes back.
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