MoveBoardEvery report's table can be downloaded as a CSV file, which opens in Excel, Numbers or Google Sheets.
Before you start
You need Can Export reports (company admins always have it). Without it there is no CSV button — you can still Print.
Download it
- Open the report and set the Period, Compare with and any filters.
- Press CSV.
The file holds the table as you see it — the same period and filters — and its name says which report and which dates.
The Customer list is the one exception: its table shows the most recent customers, and its CSV has every customer in the period — see Export customers.
Other exports that need the same permission
- Export this list on the Orders page — see Export the orders list.
- Export customers on the Orders page — see Export customers.
- Export in the Storage page's Action for selected items — see Bulk actions on tenants.
- The download on the Storage page's Storage aging tab (which also needs the Reports menu).
Print instead
Print prints the page — the title, the dates, the figures, the chart and the table — and needs no extra permission.
If something goes wrong
- "Exporting reports needs the permission to export reports." — ask your admin for Can Export reports.