Export and print

Any report can be taken out of Punchly as a PDF, a CSV file or an Excel file, or sent to a printer.

Where

The Export button on a report

Plan

PDF: Free. CSV and Excel: Basic

Export a report

  1. Set the date range, filters and grouping so the report shows what you want.
  2. Press Export and choose PDF, CSV or Excel.
  3. Punchly prepares the file in the background. A message appears with a Download link when it is ready.
  • The file holds everything that matches the report, not only the rows on screen.
  • On the Detailed report, tick rows first to export only those.
  • The download link works for 7 days.
  • Customize lets you name the report, choose its columns and add a note to the PDF.

Which format

  • PDF for sending to a client.
  • Excel for working with the numbers. It uses your workspace’s number format.
  • CSV for loading into another tool. It uses plain numbers such as 1234.56.

Good to know

  • Money columns are left out of the file for people who are not allowed to see amounts.
  • The Attendance and Assignments reports export to CSV and Excel only.
  • The printer icon opens your browser’s print dialog for the report on screen.