Export your data
How to export a report to CSV
Take any of the core reports out to a spreadsheet in one click — for a board deck, a custom slice, or to combine with data from another tool — with amounts in your workspace currency.
Updated July 2026
Built-in reports answer most questions, but sometimes you need the raw rows — to drop into a board deck, pivot a custom way, or join with data from another system. KudosCRM gives you one-click CSV export on the core reports so the numbers you read on screen are never trapped there.
This guide covers exporting a report to CSV, what's in the file, and how amounts are formatted. It's the honest pressure-release valve for the analytics that don't yet have a composable dashboard — when the built-in view isn't the exact cut you need, export and slice it yourself.
Who this is for
Anyone who needs report data in a spreadsheet — for a board deck, a custom analysis, or to combine with another tool.
Before you start
- A report with data in it for the period you want to export.
- Permission to view the report you're exporting.
- A spreadsheet tool (or BI tool) to open the CSV in.
What's live vs. coming soon
One-click CSV export on the core reports is live, and amounts export in your workspace currency. Composable custom dashboards and natural-language 'ask your data' Q&A are on the roadmap and shown with a 'Soon' pill — until then, CSV export is the supported way to take a report further than the built-in view. Multi-currency FX conversion is also 'Soon', so figures export in the workspace's single currency.
Export a report to CSV
Open the report you want
Go to the report you need — deal performance, the sales funnel, sales activity, or the revenue forecast — and confirm it's showing the right data on screen first.
Set the period and filters
The export reflects what's on screen, so set the date range and any filters before you export. Exporting a filtered, scoped view keeps the spreadsheet focused instead of dumping everything.
Click Export to CSV
Use the one-click export on the report. The file downloads immediately — there's no email-it-to-you delay or job queue for the core reports.
Open it in your spreadsheet
Open the CSV in your spreadsheet tool. The columns mirror what the report shows on screen, so the figures match exactly — no reconciling two different numbers.
Check the currency formatting
Amounts export in your workspace currency. Because FX conversion isn't applied, everything is in the one workspace currency, which keeps totals clean to sum and pivot.
Slice, pivot, or present
From here it's your spreadsheet: pivot the funnel by stage, chart win rate over periods for a board slide, or join the rows with data from another system. The export is the bridge to any custom analysis the built-in reports don't cover yet.
What you get
- Report data out of the CRM and into a spreadsheet in one click.
- Columns that mirror the on-screen report, so the numbers reconcile.
- Amounts in your workspace currency, clean to sum and pivot.
- A way to build the custom slice that composable dashboards will cover later.
Related articles
Read the five built-in reports
What each core report measures before you export it.
Read articleSet up your Command Center
The 'Your Day' home that summarizes the numbers you'd otherwise export.
Read articleReports & analytics (feature)
Everything the built-in reports and export cover, on the feature page.
Read articleAnalytics & Reports overview
The full journey stage — measure what happened, decide what's next.
Read articleAnalytics & Reports is the stage where the work you logged becomes a number you can act on — measuring what happened across the pipeline, your reps, and your projects. See the full picture on the Analytics & Reports platform overview.
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