Exporting
Open a saved report and click Export. Three options are offered.
| Option | Scope | Delivery | Format |
|---|---|---|---|
| CSV — this page | The rows currently on screen | Downloads immediately | CSV |
| CSV — everything (emailed) | Every row the report returns | Emailed download link | CSV |
| Excel — everything (emailed) | Every row the report returns | Emailed download link | XLSX |
CSV — This Page
Downloads the visible page of results straight to your browser, with the report's column headers and values exactly as displayed. Use it for a quick copy into a spreadsheet.
The drill-down dialog offers the same CSV — this page button for the records behind one summary row.
Full Exports
The two "everything" options run the report in the background and email you a download link when it is finished. You can leave the page — the export continues on its own.
What to expect:
- A confirmation appears immediately: Export started — you will receive an email with a download link.
- The email arrives when the file is ready. Large reports take longer.
- The download link is valid for 48 hours.
- The export runs the same report you were looking at — same filters, same grouping, same columns.
- Any warnings the report produced are included in the notification email.
The download link opens without logging in, so treat it like the data itself — don't forward it to anyone who shouldn't see the report.
Your access is re-checked when the export actually runs, not when you request it. If a report stops being shared with you in the meantime, you get an email saying the export was skipped rather than a file.
Excel row cap
Excel exports are capped at 10,000 rows. A larger detail report stops at the cap. CSV exports have no row cap — use CSV for very large extracts.
Formula safety
Values that begin with characters Excel would treat as a formula are escaped in the export, so a field's contents can never execute when the file is opened.
Which One to Use
| You want to… | Use |
|---|---|
| Paste a handful of rows into a spreadsheet | CSV — this page |
| Analyze the full data set | CSV — everything |
| Hand someone a formatted workbook under 10,000 rows | Excel — everything |
| Share the report itself, live | Don't export — share the report |