ClinicReports
Exporting reports to Excel
Get any report into a spreadsheet for further analysis.
Overview
Excel exports work for built-in and custom reports. Each download is a snapshot at the time you exported — re-run if you need fresher numbers.
Prerequisites
- Owner, Admin, or Billing Staff role
- A target — accountant, internal analysis, audit
Steps
Open the report. Built-in or custom.
Apply filters and date range. Export reflects current view.
Click "Export". Format dropdown: CSV (universal), XLSX (formatted Excel), PDF (print).
Pick CSV or XLSX. XLSX preserves column types; CSV is universal but data types are guessed.
Add audit reason. Required — "Quarterly accounting", "Tax filing 2026". Logged.
Download. Small files immediate; large export emailed.
Open in Excel. XLSX opens cleanly. CSV may need explicit encoding (Data → From Text → UTF-8).
Pivot, chart, share. Standard Excel from there.
Expected outcome
- A spreadsheet file matching the report
- Audit log entry recording the export
- Numbers match the on-screen report
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Excel shows odd characters | CSV encoding | Use XLSX or import CSV with UTF-8 |
| Numbers formatted as text | CSV ambiguity | Re-export as XLSX |
| Date format wrong | Locale mismatch | Excel auto-detect; format column manually |
| Email export missing | Spam folder | Check; or hit Resend in the export job |
| File large | Many rows | Filter further or use the API (Enterprise) |