Reports export the result set for the filters and date range currently on screen. Check those controls before downloading.
Template Previews
Open a template from the report library and choose CSV. The export uses the currently visible column configuration and active date range.
Saved Reports
Open a saved report and choose Export:
- Export as CSV creates a broadly compatible comma-separated file.
- Export as Excel creates an
.xlsxworkbook with the report columns.
The export follows the saved report's columns, filters, joins, sorting, grouping, and the date range currently selected in the report view.
Built-in Dashboards
Built-in dashboards provide a CSV action for their current tabular report data. Select the desired dashboard controls first, then export.
Sharing a Live Report
Use Copy link on a saved report when another authorized PawPlacer user should see the live report instead of a static file. The copied URL retains the current date range. Access to the link still follows the recipient's organization and reporting permissions.