> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md). # Export, filter, and drill into a report Most reports give you three ways to work with the data. Export: above the table, a download icon exports the current view as a CSV file. Export is CSV only; there is no PDF or Excel export. The CSV matches what's on screen, including the order you've sorted it into, and money exports as plain numbers (no currency symbol) so your spreadsheet can sum and format them. Reports that cover a time span let you use a preset or choose exact calendar dates. Built-in report tables show 20 rows per page. Use the page controls below the table to browse the rest. Changing filters, the date range, the sort, or the Review view returns you to page 1. Turning Review mode on also starts at page 1. After opening a row, browser Back restores the page when the report view is unchanged. If Back restores the report's default filters or sorting, it starts at page 1. Filtering, sorting, totals, and CSV exports cover all matching rows across pages. In built-in reports, **Select all rows needing review** also selects across pages. On **Amount due by property**, open **All customers** above the table to search for and select one customer. The property rows, total outstanding, property count, footer totals, and CSV export all update to that customer. Select **All customers** again to return to the complete report. Click **Date range** in the report header. The picker shows Last 30 days, This quarter, Year to date, Last 12 months, and Custom range beside a calendar. For a custom range, click the first day and then the last day on the calendar, or type either **Start date** or **End date**; doing so selects Custom range automatically (see [Pick a date range](/administration/basics/pick-a-date-range.md)). Click **Apply date range** when the dates look right. Both dates are included and use your business's time zone. A few reports, such as Technician time, cover one day and use a single-day picker instead. Sort and drill in: click a column header to sort by that column; click it again to reverse, and blank values sort to the bottom either way. The CSV you export reflects that same sort. On many reports you can click a row to jump straight to the underlying record (not every report supports this). For example, a row in the A/R or Amount-due reports opens that customer or property. This lets you move from a summary number into the specific account behind it without leaving the report and searching for it manually. ## Work through a report in Review mode > **Where to find it:** Open a report under **Reports**, then turn on **Review mode** above its table or cards. This includes saved custom reports and Daily visit notes. 1. Turn on **Review mode**. It starts on **Needs review**, which excludes rows you have hidden. 2. Hide a row, or select several rows and choose **Hide selected**. In custom reports, the selection applies to the current page. 3. Open **Hidden** to see or unhide reviewed rows. **All** shows both states. Table CSV exports use the selected review view across all pages. You have one Review mode per report. Each report remembers whether you turned it on across sign-ins and devices. Hidden rows remain saved when you turn it off or change a date range. Hiding a row does not change the underlying customer, asset, payment, or other record. On the Asset compliance overview, review actions apply to its summary cards; open a detail report to review individual rows. For very large selections, keep the report open while the update completes. If part of an update fails, the message tells you how many rows were saved. Refresh the report and retry the remaining rows. ## Share your Review mode with your business Your Review mode starts private. To let teammates work with you: 1. Turn on **Review mode** and choose **Share my review**. 2. Choose **Everyone with report access**, then **Save**. 3. Teammates who already have access to this report can turn on Review mode and choose your name from **Review owner**. They can switch between their own mode and any shared modes. Email addresses distinguish teammates who have the same name. Teammates with report access can hide and unhide rows in a shared mode. Changes apply to the selected person's mode and leave each teammate's own review progress separate. Only the owner can change sharing. To stop sharing, select **Only me** and **Save**; your review history remains saved for you, and teammates can no longer view or edit it. If removing a report share leaves you without access to that report, your Review mode becomes private. This also applies to compliance detail reports that relied on an overview share. A separate share or direct report permission keeps your mode available. Your progress is retained; if report access is restored, you choose whether to share it again. Shared modes are also unavailable to teammates while their owner lacks the role permissions needed to open the report. Sharing Review mode does not share the report itself or change anyone's sidebar pins. For a private or selected-people custom report, only people included in that report's audience can view shared reviews. See [Share a report with a colleague](/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md). If Review settings cannot load, the report remains available without Review filtering or hide/unhide actions. A notice explains that CSV exports also use the ordinary report rows. ## Related guides * [Reading the A/R aging report](/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md) * [Reports: what's available and where to find them](/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md) * [Share a report with a colleague](/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md) * [Customizing your Dashboard (KPIs and widgets)](/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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