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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.

Article details and last review
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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