How to export report results?

TB Reports · library · Last updated August 17, 2026 · Version 1

This process works in apps: TB Reports

This article will teach you how to export or print after running a report.

After a report runs, Export and Print controls let you share results with owners, accountants, or vendor partners outside TB Reports. Exports should reflect the final filter set — re-running with wrong dates wastes time and creates conflicting spreadsheets in leadership meetings.

Steps

• Run a report with the correct filters and verify the on-screen totals.
• Open the results view if not already there.
• Click Export (CSV/Excel/PDF depending on the report).
• Or use Print for a paper copy.
• Name the saved file with report name and date range.
• Store the export where your shop’s audit policy requires.
• Re-run with the same filters later if leadership needs an updated copy.

Conclusion & best practices

Export after filters are final — re-exporting large reports wastes time. Name files with the date range for audit trails. Never email unredacted customer PII exports outside your policy.