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Exporting Reports

Export your report data as CSV for use in spreadsheets, external tools, or stakeholder presentations.

Export report

Export from a Report

Any report or table view can be exported:

  1. Open the report or view the results in chat
  2. Click Export CSV at the bottom of the result
  3. The file downloads to your computer
You
Export the deals closing this month as CSV
Outsprint AI
Here's the CSV export of 12 deals closing this month. The file includes deal name, amount, stage, owner, and close date.

What Gets Exported

The CSV includes all columns visible in the report or table view:

  • Table reports -- All rows and columns as displayed
  • Chart reports -- The underlying data used to generate the chart
  • Metric reports -- The metric value with comparison data

Export from Dashboards

You can export individual widgets from a dashboard by clicking the export button on each widget.

Export from Lists

List members can also be exported as CSV from the list detail view. Click Export CSV to download all contacts in the list.

Permissions

Export respects your data access permissions. You can only export records you have permission to view.

Note

Exports include only the data visible to you. If you have "own records" access, the export contains only your records.

Pro Tip

Use CSV exports to create presentations or share data with stakeholders who don't have Outsprint access.

What's Next