Export Spreadsheets (CSV files)

Whenever you see Export Spreadsheet at the top right of a table, you can export the current rows below it, including filters and search terms.

Export Spreadsheet

The data is saved under the Exports tab as a CSV file which can be opened by any spreadsheet software (Excel, OpenOffice or Google Docs), or imported into software such as QuickBooks.

Reasons to export data:

  • Analyze the data in Excel (e.g. reporting)
  • Provide clients with data and reports
  • Useful for payroll
  • Import into programs like QuickBooks
  • Format and print
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