Exporting, printing and customising lists

Download any list or report to Excel, CSV or PDF, print it, and choose which columns to show.

Updated 13 Oct 2026

Every list and most reports have the same buttons above the table:

Button What it does
Export CSV Plain spreadsheet file, opens in any program
Export Excel Excel file (.xlsx)
Export PDF PDF for sharing or archiving
Print Print the list as shown
Column visibility Show or hide columns

Tips

  • Filter first, then export. Exports include only the records matching your filters and search.
  • Show all rows. Change Show 25 entries to All (or a large number) before exporting a long list. Some exports include only the current page.
  • Hidden columns are usually left out of exports. Use Column visibility to include what you need.

Note: On the mobile app, exports are saved and opened with your phone's Share menu, so you can send them by WhatsApp or e-mail or save them to Files.

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