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Integrations · Data out

Every table, in CSV or Excel

Take observations into a spreadsheet, a weekly report or a brief for legal with the same numbers you see on screen.

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What it does

  • An Export table menu in the upper-right corner of every data table, with CSV and Excel.
  • Exports keep your filters and date range, so the file matches the screen.
  • Charts have their own menu for the data behind them.
  • Non-compliant affiliates offers a report download for each affiliate.

Set it up

  1. Apply the filters and date range you need.
  2. Open Export table above the table.
  3. Choose CSV or Excel.

Limits to know

  • Exports contain only the rows and columns shown. On a paginated table, that is the current page.
  • Hidden controls, form fields and secrets are never exported.
  • An export is a copy of observations, not a certified evidence pack.

Help articles

Questions

Which plans include exports?

Every plan includes CSV and Excel exports.

Does exporting use checks?

No. Exports read saved observations and use no checks.

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