Exporting Data

Exports use the active organization and the filters visible when you start the export.

Report Ledger

On Reports → Report Ledger, select the report-day range, facility, and producer, then choose Export Report. The ledger downloads as an Excel workbook (.xlsx) and can include up to 10,000 matching rows per export.

Report Studio

From a Report Studio definition, open Export and choose:

• Excel (.xlsx) for analysis and pivot tables;
• CSV (.csv) for importing into another system; or
• PDF (.pdf) for sharing and printing.

You can include or omit column headers, set an Excel sheet name, and limit the number of exported rows.

Before sharing an export

• Confirm the date range, facility, producer, and organization context.
• Check whether the report uses GOV, GSV, or NSV and label the volume clearly.
• Treat exports as operational/business records according to your organization’s retention and access policy.
• If the export button is absent, ask an administrator for report export permission.