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Version: 16

Export to CSV / Spreadsheets

Many reports will have the option to Export to CSV.

CSV is a file format that can be imported into spreadsheet programs like Microsoft Excel and Google Sheets.

  • For Excel, you can find this option in the Data tab, using the From Text/CSV button.

  • For Google Sheets, you can use the Import option in the File menu.

  • This is a commonly used format, so be sure to check the documentation for any other apps if needed.

Exporting​

Most reports have an Export to CSV button near the top of the window.

Bulk Export​

You can also export these in bulk from Reports > All Reports & Settings in the main menu.

From this window, you can toggle the CSV option for each report, then click Run Reports to download them all at once.