Exporting report data to CSV

Any report view can be exported to a CSV file for use in Excel, Google Sheets, or other tools.

1. Open the report type you want to export (Financials, Surveys, or Forms)
2. Apply any filters to narrow the data (date range, site, search)
3. Click "Export CSV" — the button appears in the top bar when there is at least one result

What's included in each export:

Financials CSV: invoice number, date, due date, account name, contact name, email, amount, status, and paid date.

Surveys CSV: date, time, site name, respondent email (or "anonymous"), anonymous flag, and one column per survey question.

Forms CSV: date, time, site name, contact email, and one column per form field.

The file is named with the report type and today's date (e.g. survey-responses-2026-04-21.csv) and downloads automatically.