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Download Reports and Exports in a CSV file type

Updated

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Introduction

To get start downloading exports and reports in a excel and google sheet ready format(CSV files) see the guides below: 

Download Reports in CSV

  1. Navigate to the Reports Page.
  2. Select from the report options and set up the report info your require(See report options below).
    1. Job Sheet Report
    2. Job Financial Report
    3. Productivity Report
    4. Timesheet Report
    5. Contact Tracing Report
  3. Then select the arrow next to the download button which will bring up the two download options(See below).

    Screenshot 2025-03-05 at 10.19.44 AM.png

  4. Select Download CSV File.

Downloading other Jobs, Invoices, Quotes and More in CSV

See the Guides below for how to export other areas of Tradify in a excel and google sheet compatible format(CSV).

Additional information

See here for more info on downloading info from Tradify: Download a Quote or Invoice as a PDF 

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