Every report can be exported as CSV, Excel, or PDF.
Exporting
Run the report, click Export, and choose CSV, Excel, or PDF. The file downloads to your device.
What’s included
- Every column and row on screen, with your current filters applied.
- Group headings and totals.
- CSV: comma-separated, with dates written year-month-day.
- Excel: a real spreadsheet, with money in your organization’s base currency and dates written year-month-day.
- PDF: a print-friendly layout carrying the report title and the date you ran it.
Cells that begin with an equals sign, a plus, a minus, or an at sign are prefixed with an apostrophe, so spreadsheets show them as text instead of treating them as formulas.
Schedule recurring exports
To have a report emailed out on a schedule, use the Delivery Schedule tab on the Reports page. See Email a report on a schedule. It suits board reports, weekly standups, and monthly funder updates.