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Export a report as CSV or PDF

Reports with export buttons let you download their displayed tables as CSV or their report view as PDF. Availability varies by report.

Owner/AdminReports3 minutesUpdated Sep 25, 2026Current instructions
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What you'll do

Set the date range first; exports use exactly what is on screen.

Do this

  1. 1

    Open the report and set the period

    Presets or Start and End dates; Month, Quarter, or Year grouping where offered.

  2. 2

    CSV

    Downloads the report's table(s) as a spreadsheet file. Open in Excel, Google Sheets, or send to your accountant.

  3. 3

    PDF

    Downloads the page as a PDF including the charts and stat tiles, with the business name and date range in the header. Totals reconcile to the screen.

Export buttons

Not on every report

Scorecards, Training & Team, and Equipment Utilization are on-screen only. Jobs offers all-record CSV and current-page PDF downloads. Individual invoices can be downloaded as PDFs. For full invoice records and account data, see Export your business data.

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