Exporting reports to CSV or Excel

Every report can export to CSV, Excel, or PDF.

How

Run the report. Use the Export control. Pick the 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 Excel: native .xlsx with money and date cells formatted in your org's base currency and YYYY-MM-DD dates.
• For PDF: a print-friendly layout with your report title and run date.

Formula injection guard

Cells starting with =, +, -, @, tab, or carriage return get a single-quote prefix so Excel and Google Sheets don't interpret them as formulas. Standard security best practice.

Schedule recurring exports

To email a report to recipients on a recurring cadence, use the Delivery Schedule tab on the Reports page (see "Scheduled report emails"). Useful for board reports, weekly sales standups, and monthly funder updates.