You can export report data as a CSV spreadsheet or a branded PDF document. Exports include all rows that match your current query — not just the visible page — up to a maximum of 10,000 rows.
Exporting requires the Export Reports permission. If you don't see the Export button, contact your administrator.
Export options
The Export split button in the results header offers several formats:
Option | Description |
Export as CSV | Downloads a |
Export as PDF | Generates a branded PDF with a header, data table, and page numbers |
PDF with Bar Chart | Same as PDF, but includes a bar chart above the data table |
PDF with Line Chart | PDF with a line chart above the data table |
PDF with Pie Chart | PDF with a pie chart above the data table |
PDF with Doughnut Chart | PDF with a doughnut chart above the data table |
Clicking the main Export button defaults to CSV. Click the arrow to expand the menu and choose a different format.
CSV export
The file is named using the domain and today's date, e.g.
staff-2026-03-05.csv.All selected columns are included in the order they appear in your report.
A loading toast appears while the data is being fetched. A success notification confirms the row count once the download completes.
PDF export
PDF reports are generated in your browser and download immediately — no server-side rendering is required.
Each PDF includes:
Branded header — the Diversity Sync'd logo (or text fallback), the domain name, today's date, and the total row count.
Data table — all rows with styled column headers and alternating row shading for readability.
Page footer — "Diversity Sync'd · Confidential" on every page with page numbers.
PDFs use A4 landscape orientation to accommodate wide tables.
PDF with charts
When you choose a "PDF with Chart" option, a chart image is rendered from your data and placed above the data table on the first page. The chart uses the same configuration as the in-app chart view.
File naming
Format | Filename pattern |
CSV |
|
PDF (table only) |
|
PDF (with chart) |
|
Limits
Exports fetch up to 10,000 rows regardless of how many rows match the query.
Very large exports may take a few seconds. A loading toast keeps you informed of progress.