> ## Documentation Index
> Fetch the complete documentation index at: https://beebole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Report Data to CSV, Excel, and PDF

> Export Beebole report data as Excel, CSV, PDF, JSON, and more for offline analysis, payroll processing, or sharing with clients and stakeholders.

Beebole lets you export report data so you can analyze it offline, share it with stakeholders who do not use Beebole, or integrate it into external tools. Exports capture the exact data shown in your report, including all applied filters and groupings.

***

## Export formats

Beebole exports report data in the following formats, all available from the report's **Export** submenu:

| Format                                                 | Best for                                                                               |
| ------------------------------------------------------ | -------------------------------------------------------------------------------------- |
| **Excel (XLSX)**                                       | Sharing with colleagues, creating formatted spreadsheets, or further analysis in Excel |
| **CSV**                                                | Importing into databases, BI tools, or any software that reads plain text files        |
| **TSV**                                                | Tab-separated data for tools that expect tabs instead of commas                        |
| **JSON**                                               | Feeding scripts or applications that consume structured data                           |
| **PDF**                                                | Sending a fixed, print-ready copy of the report table                                  |
| **Chart (PNG)**                                        | Saving the report's chart as an image for slides or documents                          |
| **Matrix (CSV)**, **Matrix (Excel)**, **Matrix (PDF)** | Exporting the report's matrix view                                                     |

Table exports include the report's columns and respect the filters applied to the report.

***

## Exporting a report

<Steps>
  <Step title="Open Reports">
    Click **Reports** in the sidebar and open the folder that contains your report. You can export any [report](/help/documentation/reports), including your [saved custom reports](/help/documentation/custom-reports).
  </Step>

  <Step title="Open the report's action menu">
    Hover over the report in the list and click the **⋯** action menu next to its name.
  </Step>

  <Step title="Choose Export and a format">
    Click **Export**, then pick a format from the submenu — for example **Excel (XLSX)** or **CSV**.
  </Step>

  <Step title="Download the file">
    Beebole runs the report if it is not already open, then your browser downloads the file. The filename includes the report name, plus its period when one is set.
  </Step>
</Steps>

<Info>
  The exported file contains exactly the data displayed in your report. If you need different data, adjust your filters or columns before exporting.
</Info>

***

## What is included in exports

Exports contain:

* All rows visible in the report, respecting applied filters
* All selected columns, including financial data (billing, cost, profit) and custom field values
* The period appears in the export filename

<Warning>
  Exports respect user permissions. If a user cannot see certain projects or people in reports, that data is excluded from their export as well.
</Warning>

***

## Tips for working with exported data

<Tip>
  When opening a CSV file in Excel, use the **Import** function rather than double-clicking the file. This ensures that special characters, dates, and number formats are handled correctly.
</Tip>

* **Filter before exporting** — Apply all necessary filters in Beebole before exporting to reduce the amount of post-processing needed in your spreadsheet.
* **Use consistent naming** — Save your reports with descriptive names so exported files are easy to identify later.
* **Include metadata columns** — Add project codes, person emails, or custom field values to your report columns before exporting if you plan to merge the data with other systems.

***

## Alternatives for recurring exports

If you need to pull Beebole data into a spreadsheet regularly, consider using a direct connection instead of manual exports:

* [Excel add-in](/help/documentation/excel-addin) — Link Excel worksheets to your saved Beebole reports and refresh the data without manual downloads
* [Google Sheets add-on](/help/documentation/gsheets-addon) — Link Google Sheets to your saved Beebole reports and refresh the data from a sidebar

These tools let you save a report once in Beebole and refresh its data on demand, saving time on repetitive exports.

***

## GDPR and personal data

### Account deletion

If you need to delete the organization and all associated personal data — for example, to honor a right-to-erasure request — go to **Settings** > **Delete Account**.

<Warning>
  Confirming the deletion schedules your account for deletion: all personal data, time records, projects, and configuration are permanently deleted after a 7-day grace period, and all admins are notified by email. Export any data you need to retain before proceeding.
</Warning>

During the grace period, Beebole displays a banner showing who scheduled the deletion and how long remains. An admin can click **Cancel deletion** — in the banner or on the **Delete Account** page — to stop the process and keep the account.

<Info>
  For individual data deletion requests (e.g., removing a specific person's data), remove that person from your Beebole account and delete their time entries and profile. Contact [support@beebole.com](mailto:support@beebole.com) if you need assistance handling a specific GDPR request.
</Info>

***

## Related content

<CardGroup cols={2}>
  <Card title="Audit Trail" icon="clock-rotate-left" href="/help/documentation/audit-trail">
    Review a complete log of changes before exporting for compliance.
  </Card>

  <Card title="Account Settings" icon="gear" href="/help/documentation/account-settings">
    Configure organization-wide settings, including deleting your organization.
  </Card>

  <Card title="Custom Reports" icon="table" href="/help/documentation/custom-reports">
    Build and save the exact report you need before exporting it.
  </Card>
</CardGroup>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I export all data from my account at once?">
    Exports are based on the report you have configured. To export all time data, create a report with no filters and a date range covering your entire account history, then export it.
  </Accordion>

  <Accordion title="Are exported files limited in size?">
    Beebole exports all matching data. For very large datasets, the download may take a moment. If performance is an issue, narrow your date range or apply additional filters.
  </Accordion>

  <Accordion title="Can I export expense data?">
    Yes. Create a report, add an **Expense** column (such as **Amount** or **Quantity**), and export it. Expense data supports the same export formats as time data.
  </Accordion>

  <Accordion title="Do exports include budget information?">
    Yes. Open the **Budget Status** report and use its **Export** button — budget progress data exports in the same formats as other reports.
  </Accordion>
</AccordionGroup>