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Export Dashboard Data

Learn how to export the data behind your dashboard metrics to CSV or PDF for reporting, bookkeeping, and team sharing.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to export the data that powers your dashboard metrics. While the dashboard itself is a summary view, you can export the underlying data through the Reporting module and individual module export features.

The dashboard does not have a direct export button

The dashboard is designed as a quick-reference view, not a report generator. To export the data behind dashboard metrics, you use the related modules.

Screenshot: Dashboard with an arrow pointing from the Revenue KPI card to the Reporting module, illustrating the path from summary metric to exportable detailed data

Exporting revenue data

  1. Click the Revenue KPI card on the dashboard
  2. The Invoices page opens filtered to your date range
  3. Click the Export button in the top-right corner
  4. Choose CSV or PDF format
  5. The file downloads to your computer

Tip: CSV exports open in Excel or Google Sheets for further analysis. PDF exports are formatted for printing or sharing with your accountant.

Exporting job data

  1. Click View All in the Active Jobs table
  2. The Jobs page opens with all active jobs listed
  3. Apply any filters you need (status, date range, team member)
  4. Click the Export button
  5. Choose your format

Animation: A user clicking "View All" in the Active Jobs table, the Jobs page loading, the user clicking "Export", selecting "CSV", and a file downloading with a browser download notification appearing

Exporting from the Reporting module

For the most comprehensive exports, use the Reporting module:

  1. Click Reporting in the sidebar
  2. Select the report type (Revenue, Jobs, Team Performance)
  3. Set your date range and filters
  4. Click Export to download the full report

Screenshot: Reporting module showing a Revenue Over Time report with a bar chart, a data table below it, and an "Export CSV" button in the top-right corner

Note: Reports from the Reporting module include more detail than module-level exports. Revenue reports break down by job type, customer, and team member.

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