Reports
Export a report
Download any report's table as a CSV file for a spreadsheet or your bookkeeper — with the period and filters you chose.
- 1 min read
- Checked against MoveBoard
- For owners & admins
On this page
Every report's table can be downloaded as a CSV file, which opens in Excel, Numbers or Google Sheets.
Before you start
You need Can Export reports (company admins always have it). Without it there is no CSV button — you can still Print.
Download it
- Open the report and set the Period, Compare with and any filters.
- Press CSV.
The file holds the table as you see it — the same period and filters — and its name says which report and which dates.
Other exports that need the same permission
- Export this list on the Orders page — see Export the orders list.
- Export in the Storage page's Action for selected items — see Bulk actions on tenants.
- The download on the Storage page's Storage aging tab (which also needs the Reports menu).
Print instead
Print prints the page — the title, the dates, the figures, the chart and the table — and needs no extra permission.
If something goes wrong
- "Exporting reports needs the permission to export reports." — ask your admin for Can Export reports.
Related guides
- ReportsRead a reportPick the period and what to compare with, narrow it with filters, read the figures, chart and table — and click any number to see the orders behind it.
- ReportsThe Reports hubEvery report MoveBoard has, by area — find one by typing, pin your favourites, and see what's coming next.
- Leads & salesExport the orders listDownload the orders you're looking at — with the same filters — as a CSV file for a spreadsheet.
- StorageBulk actions on tenantsTick several storage tenants and text them, email them, change their status, flag them or export them in one go.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.