Reporting Guide Exporting Reports
The Export button at the top of every report downloads it, saves its chart, prints it, or copies its table.
On this page
Part of the Reporting guide.
The Export button at the top of every report downloads it, saves its chart, prints it, or copies its table.
The Export menu.
Download the report
| Format | What you get | Best for |
|---|---|---|
| Excel (.xlsx) | A spreadsheet with real numbers, money and percentage formats, a frozen header row, and a second About sheet listing the report name, data source, dates, comparison, accounts, breakdowns and filters. | Working with the numbers in Excel, Google Sheets or Numbers. |
| CSV | Comma-separated text. | Importing into other systems. |
| A tidy printable copy of the table. | Emailing or filing a copy. | |
| Excel 97-2003 (.xls) | The older Excel format. | Old versions of Excel. |
| OpenDocument (.ods) | An OpenDocument spreadsheet. | LibreOffice and OpenOffice. |
| Tab-separated (.tsv) | Tab-separated text. | Pasting into other tools. |
| Web page (.html) | The table as a web page. | Opening in any browser. |
| JSON, XML | Structured data. | Developers and other software. |
| Markdown (.md) | A Markdown table. | Notes, wikis and chat tools. |
- Downloads contain every row of the report as it is on screen, with the total row, and the comparison columns when a comparison is on.
- Files are named after the report and today’s date, for example Leads-by-source-2026-10-17.xlsx.
Chart and page
| Item | What it does |
|---|---|
| Chart as PNG image | Saves the chart as a picture for slides and documents. |
| Chart as SVG image | Saves the chart as a vector image that stays sharp at any size. |
| Print / save as PDF with chart | Opens your browser’s print window with a clean page: the report title, summary cards, chart and table, without the menus. Print it, or choose Save as PDF. |
| Copy table | Copies the table so you can paste it straight into a spreadsheet or email. |
Lead lists
The list of leads behind a number has its own Excel, CSV and PDF buttons, for downloading the leads themselves rather than the report.