Reports can be exported so you can download and save digital copies for bookkeeping purposes. You can export reports as either CSV, Excel, or PDF files.
🔑Key tips before you begin
If you export a customized report, the exported report will only contain the headings you selected when customizing the report.
If you want to export report data to an app other than Excel, you should export as a CSV or PDF file. Be aware that PDF files may not be editable.
You must have the Export and print reports staff role permission enabled to export reports. If this permission is disabled for your role, the export option won’t be visible on any of your reports.
You can’t use the checkboxes in the report to select which information is exported. At this time, the entire report is always exported.
Excel files exported from WellnessLiving can only be opened in Excel 2016 (or any later version) or Google Sheets.
Reports exported to Excel will be rendered as .csv files (not .xls files). However, choosing Excel will provide you with a CSV file specifically optimized for Excel.
📋Export a report
To export a report, follow these steps:
Click the App Drawer button, then click View All > Reports.
Select the report you want to export.
Click Export in the report header to open the menu.
If Export isn't displayed in the report header, click the Action button
and then click Export.
Click your preferred file format, CSV, Excel, or PDF. Your download will begin automatically.