Export a report to CSV
Learn how to export your reports to CSV for further analysis in spreadsheet software or for sharing with stakeholders outside of AtomicSam.
This guide shows you how to export reports to a comma-separated values (CSV) file. Exporting data lets you perform custom analysis in a spreadsheet or import your data into another system.
A CSV file is a plain text format that is compatible with almost any spreadsheet application, such as Microsoft Excel, Google Sheets, or Apple Numbers. This makes it a versatile format for sharing and analyzing your business data outside of AtomicSam.
Before you start
- You need a role with the View reports permission to access and export reports.
- Some advanced reports may only be available on the Pro and Ultra plans.
Choose the right export format
AtomicSam offers both CSV and PDF export options for most reports. You can choose the format that best suits your needs.
| Format | Best for | Editable | Includes Charts & Styling |
|---|---|---|---|
| CSV | Data analysis, creating custom charts, or importing into other software. | Yes | No |
| Sharing a formatted, uneditable copy with clients or for printing and archiving. | No | Yes |
Export a report
You can export any report that you have permission to view.
- From the main menu, navigate to Reports.
- Select a report category, such as Financial Reports or Time Tracking Reports.
- Click on the name of the report you want to export, for example, the Job Profitability report.
- Use the filters at the top of the screen to refine your data. You can often filter by Date Range, Client, or Job Status.
- Click the Run Report button to apply your chosen filters and generate the report.
- Find the Export button, which is usually located in the top-right corner of the report view.
- Click Export and select Export to CSV from the dropdown menu.
- Your browser will download the CSV file, which you can find in your computer's default downloads folder.
💡 Tip: When you open a CSV file in a spreadsheet program, it may not automatically format numbers like currency or time durations correctly. You may need to manually format these columns for the best display.
Understand the CSV file
The CSV file contains the raw data from your report. It is designed for analysis, not for presentation.
- Headers: The first row of the CSV file contains the column headers. These are short names for the data fields, like
client_nameorjob_total. - Raw Data: Unlike the in-app report, the CSV export does not include subtotals, summary blocks, or charts. It provides all the individual line items so you can create your own calculations.
- Data Integrity: The exported file reflects the exact data in AtomicSam at the moment you run the export, based on the filters you applied.
⚠️ Heads up: If you are working with a very large data set, the report generation and export may take a few moments. Please wait for the download to complete before navigating away from the page.