How to export your CRM data to Excel or PDF
There are three export points. Share a period summary as PDF or Excel from the analytics screen; export exactly what is on screen — filters included — from any list; or run a full multi-sheet Excel export with a date range and chosen segments from the settings. All three are free and generated on the device.
Key facts
- Formats
- Multi-sheet .xlsx, PDF, plain text summary
- Cost
- Free
- Generated
- On the device, offline
- Filters
- Preserved in the list export
- Sharing
- The standard Android share sheet
How do I export the records and period I am viewing?
List exports follow the visible search, filters and sorting. Analytics exports use the selected period. Deleted sales and sales linked to a deleted customer are excluded, while valid payment and refund history is preserved. Choose Excel for typed cells and phone numbers, or PDF for a readable report. Different currencies stay separate.
Which export to use
| You want | Use | Format |
|---|---|---|
| The month for your accountant | Analytics — share report | Excel or PDF |
| Everyone who is overdue | Payments list, filtered, then export | Excel |
| This week appointments for a colleague | Appointment list, filtered, then export | Excel or PDF |
| The whole year for tax | Settings — export data with a date range | Multi-sheet Excel |
| A summary for a business partner | Analytics — share report |
What the Excel file contains
- Several sheets in one workbook rather than several files
- Typed cells — numbers as numbers, dates as dates, money as money
- A frozen header row and auto-filter already switched on
- A live =SUM total row that recalculates if you edit the file
- Right-to-left sheet direction set for Arabic, Persian and Urdu
In a team workspace
The manager decides who may export which segment. A member exports only what their portfolio lets them see, so export never becomes a way around the visibility rule. If permission is missing the app says so, rather than handing over an empty file that looks like a bug.
Steps
- Decide which export you needA period summary for a partner or accountant, a filtered list for a specific question, or a full export for the year.
- For a period summaryOpen the analytics screen, set the period, and use share report. Choose PDF, Excel or plain text.
- For exactly what is on screenFilter any list — sales, customers, payments, appointments — then use export. The file matches the screen, filters and all.
- For everythingOpen settings and choose export data. Pick a date range and the segments to include; customers are always exported in full.
- Send itThe file goes to the normal Android share sheet — WhatsApp, e-mail, Drive, or anything else that accepts a file.
Frequently asked questions
How do I export the records and period I am viewing?
List exports follow the visible search, filters and sorting. Analytics exports use the selected period. Deleted sales and sales linked to a deleted customer are excluded, while valid payment and refund history is preserved. Choose Excel for typed cells and phone numbers, or PDF for a readable report. Different currencies stay separate.
Is exporting a paid feature?
No. Every export is part of the free single-user app, including the full date-range export from settings.
Can I export only the filtered rows?
Yes. The list export is what-you-see-is-what-you-get: the file matches the screen exactly, with your filters applied.
Will the file open in Google Sheets?
Yes. The files were tested in Excel, LibreOffice, Google Sheets and WPS with typed cells, frozen headers and auto-filter intact.
Can I send the report by WhatsApp?
Yes. The file is handed to the standard Android share sheet, so any app that accepts files can receive it.
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