Report Builder now supports Excel (.xlsx) and CSV exports alongside the existing PDF option, giving you a structured, data-ready format for KPI tracking, analysis, or feeding numbers into other tools.
✨ What's New
When you click Download .CSV in Reports → Report Builder (Report Builder), a modal now appears letting you choose your preferred format before downloading:
- Excel (.xlsx) — recommended: Exports your report data in a fully structured, columnar format with better layout and formatting, ideal for pasting into a spreadsheet or sharing with a team that works in Excel.
- CSV: A simple, plain-text format with universal compatibility, great for importing into any analysis tool or database.
- PDF: The original export option, still available — best for client-facing documents meant to be read, not edited.
The Excel and CSV exports lay out your report data in real columns built for working with numbers, not just viewing them. This works across all V3 report types, not just individual cards or sections.
🚀 How to Use It
- Open Reports → Report Builder (Report Builder) and navigate to the report you want to export.
- Click the Download .CSV button.
- In the export modal, select your preferred format: Excel (.xlsx), CSV, or PDF.
- Confirm and download your file.
📋 What to Expect
- Excel and CSV exports are structured for data work — columns map directly to your report's data fields, making them ready to paste into a spreadsheet or import into another tool.
- PDF remains the best choice when you need a polished, readable document to hand to a client.
- Excel (.xlsx) is recommended over CSV when formatting and structure matter, as it preserves layout more reliably.
- This export option is available across V3 report types.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.