Exports are designed to match what you’re currently viewing, so if you’ve filtered the report down to a specific date range, client group, or staff list, the export will reflect that view.
Exporting to CSV (most reports)
For the majority of reports, you’ll see an Export button in the top-right of the report header. Clicking Export downloads a CSV file directly to your device.
In many reports, the export button also shows a count (for example, “Export (42)”). This is a helpful confirmation that you’re exporting the filtered rows you’re looking at, not the entire dataset. If the number looks off, it’s usually a sign you still have a filter applied, or you’re exporting a specific date preset rather than “all time”.
CSV exports typically include:
a clear header row (column names)
the rows currently shown in the report’s table
in some reports, a totals row or summary line (where that makes sense)
For example, the Service Delivery Metrics report exports weekly totals including a totals row, while Travel Claims exports the claim rows and calculates a cost estimate per row based on the configured per‑km rate used in the report view.
Exports that follow the report’s current sorting/search
Some reports include additional controls like search and sort in the report header. A good example is “Service Hours by Client”, where the export is designed to follow the current on-screen settings (your search term and sorting mode). The intent is that the exported file mirrors the view you’ve curated on screen.
PDF exports (where available)
Some reports also support PDF-style outputs. Where a report offers a print/PDF action, you’ll typically generate the report first, then use the print/PDF control to produce a clean document format. This is best when you need a presentation-ready report rather than a spreadsheet-style export.
Tips for clean exports
If you want your export to be immediately useful:
Set your date range first, then export.
Apply filters (staff/clients/types/status) before exporting so the file is focused.
If your organisation uses reports for weekly processes, export using consistent presets (like “This Week”, “Last Week”, or “This Month”) so files are comparable over time.