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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Export a Report to CSV

Export a Report to CSV

Open the Reports dashboard. Wait for the reports toolbar to load. Confirm the CSV export button is available. Click CSV to download the report data.

Watch the demo (15 seconds)

Read transcript · Download captions

Overview

Open the Reports dashboard. Wait for the reports toolbar to load. Confirm the CSV export button is available. Click CSV to download the report data. Wait briefly for the CSV download to start.

Steps: 7 · Time to complete: ~15 seconds · Difficulty: medium

Prerequisites

  • Access to the Export a Report to CSV feature.

Steps

Step 1 — Navigate to /reports · 0:00

Open the Reports dashboard.

Step 1: Open the Reports dashboard.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="CSV"] · 0:03

Wait for the reports toolbar to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: reports_dashboard · 0:00

Screenshot: reports_dashboard.

Screenshot: reports_dashboard

▶ Watch this step

Step 4 — Confirm role=button[name="CSV"] · 0:06

Confirm the CSV export button is available.

Confirm 'CSV' export button is available

▶ Watch this step · Try it →

Step 5 — Click role=button[name="CSV"] · 0:09

Click CSV to download the report data.

Click 'CSV' to download report

▶ Watch this step · Try it →

Step 6 — Pause 1000ms · 0:12

Wait briefly for the CSV download to start.

▶ Watch this step

Step 7 — Screenshot: reports_csv_exported · 0:00

Screenshot: reports_csv_exported.

Screenshot: reports_csv_exported

▶ Watch this step

Expected outcome

Confirm the CSV export button is available.

Assets

  • 📹 Full video — 15 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
CSV Export for Reports
Reports now export to CSV — one click, the whole dataset, ready for the spreadsheet or warehouse of your choice.
Read the post →