Agiled Docs

Reports can be exported to CSV for spreadsheet review, accounting handoff, forecasting, or external analysis.

Export only after setting the report filters you want. The CSV represents the current report view, so an incorrect date range or currency can produce a file that looks valid but answers the wrong question.

Export a Report

Open the report you need.
Apply filters such as date range, group by, or currency.
Switch to table view if you want to inspect the rows first.
Sort the table if you need a specific review order.
Select Export CSV.

The downloaded file uses the active report slug as the filename.

Rename the file after downloading so the period, currency, and report purpose are clear to anyone who receives it.

What Gets Exported

The CSV export uses the current report columns and rows. It does not export the chart image or summary cards.

If the report has a breakdown section, export the main table from the report header. Use the on-screen breakdown for secondary review unless your workflow requires recreating it in a spreadsheet.

If a stakeholder needs chart visuals, share a screenshot or dashboard view separately. The CSV is for row-level review and calculations, not presentation layout.

Preserve Context

When sharing an export, include the report name, date range, currency, filters, and export date in the filename or message. A CSV without context can be misread later, especially for finance, payroll, and pipeline reports.

For recurring exports, use a consistent filename pattern such as revenue-summary-2026-05-usd-exported-2026-05-18.csv. This prevents old files from being mistaken for the latest review.

Common Export Uses

Use exports for accounting review, sales analysis, payroll checks, customer follow-up lists, tax review, product performance review, and management reporting.

When the export is part of a recurring process, save the filter choices in your process notes so each period is exported consistently.

Recommended Export Workflow

Reset filters.
Apply the exact period and currency.
Check the table row count and totals.
Export the CSV.
Open the file in a spreadsheet.
Confirm the first few rows match the report table.
Rename the file with the period before sharing it.

Check the file before sending it outside your team. Reports may include customer names, financial amounts, employee data, payroll totals, or operational details.

For payroll, HRM, customer, and finance reports, share the export only with people who already have permission to view that data in Agiled.

If you edit the CSV after export, label it as edited. Keep the original export when the file will support accounting, payroll, or leadership review.

Troubleshooting

If the CSV is empty, clear filters and reapply the date range, currency, and grouping.

If totals do not match what you expected, compare the exported table with the on-screen summary cards before editing the spreadsheet.

If characters appear incorrectly in a spreadsheet app, import the CSV with UTF-8 encoding rather than opening it with a default system encoding.

If exported totals differ after editing in a spreadsheet, return to the original export and compare formulas, hidden rows, filters, and manual edits before changing records in Agiled.

Export Reports