What is an export?
Exporting a report is to put information from Housebuilder Pro into another format. This is useful to take into meetings and share with other colleagues within your enterprise.
A CSV (Comma-Separated Values) is the file name for a spreadsheet as you would find in Excel or Google Sheets.
A PDF (Portable Document Format) is easily saveable, shareable and digestible. Downloading this you’ll have a document form of the report found in Housebuilder Pro including the charts or table. PDF is not available for all reports due to constraints on the file type.
How to export a report?
Once you’ve set the parameters and run your report, you’ll be presented with the information you need. However, you might need to feed this into other systems or present this information in meetings.
Beneath the charts are one of two links, one called CSV and the other PDF. Clicking these will automatically download the selected document version of the report.
Clicking CSV will download your report as a spreadsheet document.
Clicking PDF will download your report as an easily saveable, shareable and digestible document. This is easy to print and give to other colleagues that need this information, be that in a meeting or a part of a larger project.
PDF is not available for all reports due to constraints on the file type.