Every report page has an Options menu next to its controls with three export formats. What you export is exactly what you're looking at — the current date range, filters, and sort — never a hidden superset.
How do I download a report?
Set up the view first
Pick the date range, location scope, and any filters. The export mirrors the on-screen table, totals row included.
Open Options
Click Options at the top of the report (on a phone it collapses to an icon button).
Pick a format
Export CSV, Export Excel, or Export PDF. CSV downloads instantly; Excel and PDF are rendered server-side and take a moment — the menu shows a spinner while they build.
Which format when?
| Format | Best for |
|---|---|
| CSV | Feeding another system — payroll software, a spreadsheet pipeline, your accountant's import. Plain data, no styling |
| Excel (.xlsx) | A human working in a spreadsheet: typed columns and formatting survive |
| Sharing a finished, uneditable snapshot — end-of-month pack, a figure for the owner |
The same menu also carries Add to favorites (pins the report on your reports index) and, on the report builder, Duplicate for saved views.
Common questions
My export is missing rows I expected
The export matches the screen. Check the date range and the location filter — a report scoped to one location exports only that location.
Can I schedule a report to email itself?
Not from the Options menu. The one built-in emailed export is the payroll summary — see Prepare payroll for your accountant.
Why does CSV work when Excel/PDF fails?
CSV is built in your browser from the rows on screen; Excel and PDF are built on the server and are subject to the rate limit and a size cap. Very large ranges may need splitting into smaller periods.