Export & Sharing
Share your data effortlessly with multiple export formats. Whether you need a PDF report for executives, Excel data for analysis, or a printout for meetings, get your information in the right format for every audience.
Choose Your Perfect Format
PDF Reports
Professional formatted reports with your branding, perfect for presentations and formal documentation.
- • Executive summaries
- • Formatted layouts
- • Company branding
- • Print-ready quality
Excel Files
Spreadsheet format for further analysis, calculations, and advanced data manipulation in Excel or similar tools.
- • Data analysis
- • Advanced calculations
- • Pivot tables
- • Chart creation
CSV Data
Clean, structured data format perfect for importing into other systems or conducting custom analysis.
- • System integration
- • Data migration
- • Custom analysis
- • Universal compatibility
Print View
Optimized printing layout with clean formatting, perfect for physical meetings and documentation.
- • Meeting handouts
- • Physical archives
- • Clean layouts
- • Paper-optimized
Powerful Export Features
Export Exactly What You Need
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Filtered Data Export
Apply filters first, then export only the data that matches your criteria. No need to clean up afterwards.
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Selected Items Only
Choose specific items using checkboxes and export just those records for targeted reports.
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Column Selection
Include only the columns you need in your export. Remove sensitive or irrelevant data automatically.
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Date Range Filtering
Export data from specific time periods – last month's sales, this quarter's projects, or custom date ranges.
Common Export Scenarios
Executive Reports
Create professional PDF reports for board meetings, investor updates, and executive reviews with formatted charts and summaries.
PDF FormatData Analysis
Export to Excel or CSV for deep analysis, creating pivot tables, charts, and custom calculations in your preferred analysis tool.
Excel/CSVSystem Integration
Export clean CSV data to import into other business systems, accounting software, or third-party analytics platforms.
CSV FormatTeam Meetings
Print clean, organized lists for team standup meetings, project reviews, and planning sessions where digital access isn't available.
Print ViewRecord Keeping
Maintain permanent records for compliance, auditing, or historical reference with timestamped PDF exports.
PDF ArchiveClient Sharing
Share project progress, task lists, and deliverable status with clients through professional PDF reports or Excel summaries.
Client ReportsWhy Export & Sharing Matters
Save Time
No manual copy-pasting or recreating reports. Export formatted data instantly.
Maintain Accuracy
Direct data export eliminates transcription errors and ensures data integrity.
Professional Presentation
Consistent formatting and branding make your reports look polished and professional.
Universal Access
Share with anyone, regardless of what software they use or their system access.
Ready to Share Your Data?
Export and sharing capabilities make your data work beyond the platform. Whether you need formal reports, analytical data, or simple printouts, get your information in the right format for every situation.
Monthly Reports
PDF exports for regular stakeholder updatesData Analysis
Excel exports for advanced calculationsAll export formats maintain your applied filters and column selections, ensuring you get exactly the data you need.