Exporting Reports
Any report in PawPlacer (built-in or custom) can be exported for use in external tools like Excel, Google Sheets, or your accounting software.
Export Formats
| Format | Best For |
|---|---|
| CSV | Universal compatibility, importing into other systems, lightweight |
| Excel | Excel workbook with formatting, easier to work with directly in spreadsheet apps |
How to Export
Built-in Reports
- Open the report you want to export
- Click the Export button
- Choose Export as CSV or Export as Excel
- The file downloads to your browser's default downloads folder
Custom Reports
- Open or run the custom report
- Click the Export button in the results area
- Choose Export as CSV or Export as Excel
- The file downloads automatically
What's Included
Exports contain:
- All visible fields in the order they appear in the report
- Aggregated values (if grouping is active)
- Entity names resolved to readable text (not raw IDs)
- Numbers and currency formatted according to your account's locale settings
File Naming
Export files include the report type and date:
- Built-in:
medical-report.csv,outcomes-report.csv - Custom:
{report-name}_{date}.csvor{report-name}_{date}.xlsx
Tips
- For the most up-to-date data, run the report before exporting; the export captures whatever is currently displayed
- Excel exports preserve number formatting, making them easier to work with directly in spreadsheet apps
- If you need to export raw pet, adopter, foster, or volunteer data (not a report), use the bulk export in Settings > Export instead