In this article, you will learn how to export a custom report as either a PDF or CSV.
Workiz offers built-in reports to give you a clear baseline view of your business performance. When you need deeper insights, Custom Reports lets you build flexible, tailored reports to answer specific questions — whether you’re tracking profitability by job type, revenue by service area, or client trends over time.
Exporting your Custom Reports as a PDF or CSV makes it easy to share insights with your team, accountant, or business partners. CSV exports allow you to further analyze or manipulate your data in tools like Excel or Google Sheets, while PDF exports provide a polished, presentation-ready snapshot of your results. Whether you’re diving deeper into the numbers or sharing performance updates, exporting ensures your data works beyond Workiz.
Exporting your report
After saving your report, you will be able to export it from the Actions menu, either as a PDF or CSV file. To learn more about creating custom reports, please see this article.
- Open the custom report you previously saved
- Select Actions > Export as > PDF or CSV
Your custom report should automatically appear in your downloads folder.