Exporting Reports

Export a report to CSV or Excel#

You can download any report to work on it in a spreadsheet. In the builder, click Export and choose Download CSV or Download Excel.

The Export menu offering Download CSV and Download Excel

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Exports contain the full dataset behind the report — not just the rows visible on screen — with dates and currency formatted correctly.

Export straight from the list#

You don't have to open a report to export it. From the report list, use the row menu (three dots) → Export to download a saved report directly.

What can be exported#

Export is available for tabular and pivot reports. (KPI, comparator, and funnel components are meant to be read on a dashboard rather than exported as a file.)

Drill-down export#

When you click into a total on a pivot or comparator to see the records behind it, you can export that drill-down set on its own — handy when you only need the records for one group.

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There is no PDF export and no scheduled email delivery of reports. To share a report, either export the file or share the report itself with your team (see Saving, Sharing & Managing Reports).

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Exporting may be limited on some plans. If you don't see the Export option, ask your admin about your report export permission.

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Next: Dashboards & Report Components.

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