Exporting to CSV, XLSX, and PDF

Table exports, reports, and dashboard snapshots — including while the workspace is read-only.

Tables

From a table, export the current view to CSV or XLSX. Filters and visible columns on that view apply. Editors and owners can export; viewers follow sharing rules.

Reports and dashboards

Reports export to CSV/XLSX and PDF. Dashboards have a PDF snapshot. Use these when you need a file to send, not a live link.

After trial or cancel

Read-only workspaces still allow export. That is the intended way to take your data with you. See Exporting or deleting your data.

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