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Report Export

Export reports in various formats for sharing and analysis.

Overview​

Export options allow you to:

  • Download reports in multiple formats
  • Share reports outside Kuviq
  • Import into other tools
  • Create offline copies
  • Archive for compliance

Export Formats​

PDF​

Best for:

  • Sharing with stakeholders
  • Printing
  • Official records
  • Presentations

PDF features:

  • Preserves formatting
  • Includes charts - Bar, line, and pie charts rendered as high-quality images
  • Professional appearance
  • Universal compatibility
  • SVG-based chart rendering for crisp output

Excel (XLSX)​

Best for:

  • Further analysis
  • Data manipulation
  • Creating charts
  • Combining with other data

Excel features:

  • Editable data
  • Multiple sheets
  • Formulas preserved
  • Pivot table ready

CSV​

Best for:

  • Data import to other systems
  • Large datasets
  • Simple data needs
  • Database import

CSV features:

  • Lightweight
  • Universal format
  • Easy to process
  • No formatting

Exporting a Report​

Quick Export​

  1. Open or generate report
  2. Click Export or download icon
  3. Select format
  4. Download file

Export with Options​

  1. Click Export dropdown
  2. Select Export Options
  3. Configure settings
  4. Export

Export Options​

OptionDescription
FormatPDF, Excel, or CSV
Date rangeOverride report default
Include chartsYes/No (PDF only)
Include filtersShow applied filters
Page layoutPortrait/Landscape

Format-Specific Settings​

PDF Settings​

SettingOptions
Page sizeA4, Letter, Legal
OrientationPortrait, Landscape
MarginsNormal, Narrow, Wide
Header/FooterInclude page numbers, date
Include logoOrganization logo on header

Excel Settings​

SettingOptions
Sheet structureSingle sheet, Multiple sheets
Include headersYes/No
Include totalsYes/No
Date formatVarious formats
Number formatDecimal places

CSV Settings​

SettingOptions
DelimiterComma, Semicolon, Tab
Text qualifierQuote marks
Include headersYes/No
Date formatISO, Local
EncodingUTF-8, UTF-16

CSV Export Columns​

Inspection report CSV exports include:

ColumnDescription
Inspection IDUnique inspection identifier
DateCompletion or start date
StatusPass/Fail/Incomplete/In Progress
TemplateTemplate name used
ItemItem name
Item TypeType of item
LocationItem location
Inspector IDID of person who performed inspection
Inspector NameName of person who performed inspection
NotesInspection notes
Scheduled ForOriginal scheduled date
Completed AtActual completion timestamp

Exporting Large Reports​

Handling Large Data​

For reports with many rows:

  1. Use filters to reduce data
  2. Export in batches
  3. Use CSV for efficiency
  4. Be patient with generation

Export Limits​

FormatTypical Limit
PDF5,000 rows
Excel100,000 rows
CSV500,000 rows

Limits may vary by plan.

Tips for Large Exports​

  • Filter to necessary data
  • Remove unnecessary columns
  • Use date ranges
  • Export during off-peak hours
  • Consider scheduled exports

Batch Export​

Exporting Multiple Reports​

  1. Go to Reports
  2. Select multiple reports (checkboxes)
  3. Click Export Selected
  4. Choose format
  5. Download as ZIP

Bulk Export Uses​

  • Monthly report packages
  • Audit preparation
  • Data backup
  • Stakeholder distribution

Email Export​

Send Report via Email​

  1. Generate report
  2. Click Email or Share
  3. Enter recipients
  4. Add message (optional)
  5. Select format
  6. Send

Email Options​

OptionDescription
RecipientsEmail addresses
SubjectCustom or default
MessageOptional note
FormatPDF recommended
ScheduleSend now or later

Export History​

Viewing Past Exports​

  1. Go to Reports > Export History
  2. See recent exports
  3. Re-download if needed

Export Log Details​

  • Report name
  • Export date/time
  • Format
  • Exported by
  • File size

Retention​

Exported files retained:

  • 7 days in system
  • Download before expiration
  • Re-export if needed

Security Considerations​

Data in Exports​

Exported files contain:

  • Report data
  • Applied filters
  • Organization info
  • Potentially sensitive data

Best Practices​

  1. Know your data - Review before sharing
  2. Use appropriate format - PDF for external sharing
  3. Secure delivery - Use encrypted email if needed
  4. Clean up - Delete old exports
  5. Audit access - Monitor who exports what

Sensitive Data​

When exporting sensitive information:

  • Limit recipients
  • Use password protection (if available)
  • Track distribution
  • Follow organization policies

Export from Different Views​

From Report View​

Click Export while viewing any report.

From Dashboard​

Export dashboard widgets:

  1. Click widget menu
  2. Select Export
  3. Choose format

From Lists​

Export item or inspection lists:

  1. Apply desired filters
  2. Click Export button
  3. All visible data exported

Integrating Exports​

With Spreadsheets​

  1. Export as Excel or CSV
  2. Open in Excel/Sheets
  3. Use for analysis
  4. Create additional charts

With BI Tools​

  1. Export as CSV
  2. Import into BI tool
  3. Connect for regular updates
  4. Build dashboards

With Other Systems​

  1. Export as CSV
  2. Map fields to target system
  3. Import data
  4. Verify accuracy

Troubleshooting​

Export Takes Too Long​

  • Reduce data volume
  • Use simpler format (CSV)
  • Try during off-peak hours
  • Check internet connection

Export Fails​

  • Check report validity
  • Reduce complexity
  • Try different format
  • Contact support

File Won't Open​

  • Verify format compatibility
  • Try different application
  • Re-export file
  • Check file isn't corrupted

Data Looks Wrong​

  • Check date formats
  • Verify encoding
  • Review export settings
  • Compare with source

Best Practices​

Choosing Format​

NeedRecommended Format
Share externallyPDF
Further analysisExcel
System importCSV
PrintingPDF
ArchivingPDF

Naming Files​

Use descriptive names:

  • Include report name
  • Include date range
  • Include generation date
  • Example: Compliance_Report_2024-01_Generated_2024-02-01.pdf

Organization​

  • Create folder structure
  • Use consistent naming
  • Archive regularly
  • Delete outdated files

Next Steps​