Every report can export to CSV, Excel, or PDF.
How
Run the report. Click Export at the top. Pick format. The file downloads to your device.
What's included
- All visible columns and rows (respects current filters).
- Group headers and aggregations.
- For CSV: UTF-8 encoded, comma-separated, quoted strings, ISO date format.
- For XLSX: native Excel format with column types preserved, formula cells where appropriate (e.g. SUM rollups), and frozen header row.
- For PDF: paginated print-friendly layout with your org logo, report title, run date, and page numbers.
Formula injection guard
Cells starting with =, +, -, @, tab, or carriage return get a single-quote prefix to prevent Excel and Google Sheets from interpreting them as formulas. Standard security best practice.
Big exports
For exports larger than 50,000 rows, the export runs as a background job. You'll get a notification when it's ready, with a download link valid for 7 days.
Schedule recurring exports
Settings > Reports > Scheduled Exports lets you configure a report to email itself to specific recipients on a schedule (daily, weekly, monthly). Useful for board reports, weekly sales standups, monthly funder updates.