Exporting to CSV

Get any report out of XBuddy for spreadsheets or external tools.

When to use

Use CSV export when you need to share numbers in a spreadsheet, merge them with outside data, or keep a snapshot for records. For recurring needs, schedule the report instead.

Before you start

You need analytics:read and the domain permission for the report.
The export carries your data scope: you only export rows you are allowed to see.

Steps

Apply your filters on any domain report or saved report.
Click Export CSV in the report header.
The download reflects exactly the current filtered rows, including the totals footer.
Open in your spreadsheet tool; column headers match the on-screen table.

Analytics — the Export CSV button in a report header

Tips & common mistakes

Filter first, then export; the file matches the screen, not the whole dataset.
Treat exported files as sensitive, especially payroll and finance data.
Use scheduled delivery rather than manual exports for weekly or monthly reporting.

Scheduling report delivery Saved reports