Export report data to CSV
Run any report, then click Export as CSV in its header. The file contains the full detail dataset for your filters, not just the visible page. Money columns export in cents, so 125000 means 1,250.00.
Sometimes the data needs to leave: payroll wants the commission rows, your accountant wants the revenue table, you want a pivot table. Every report has the same one-click exit.
Export a report
Run the report (date range, filters, Run Report), then click Export as CSV in the header. The download starts immediately; the button reads Exporting... while it works.
What lands in the file:
- The report's full Details dataset for your current filters and sorting, all pages, not just the rows on screen. The Lead Conversion report, which has no detail table, exports its by-source breakdown instead.
- Translated column headers, with internal identifiers stripped.
- Dates in
YYYY-MM-DDform.
Money columns export in cents: 125000 in the file is $1,250.00 on screen. WorkZen stores money in cents for precision, and the export gives you the raw values. Divide by 100 in your spreadsheet.
What to know before you rely on it
- The Revenue Report's detail table holds the 100 most recent invoices of the range, so its export does too; on bigger ranges, export month by month for the complete set.
- Exporting with no rows shows "No data available to export"; run the report first.
- Export works on every plan.
If your goal is a full business backup rather than a report, that lives elsewhere: reports export what they show. And for bringing data into WorkZen, see importing your data.
Frequently Asked Questions
This article answers:
- How do I export a report to CSV?
- Can I export WorkZen data to Excel?
- Why are the amounts in my export so large?
- How do I get my commission data into a spreadsheet?