> 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.

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 together. You can also edit either Start date or End date directly; doing so selects Custom range automatically. 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.

For reports with a data table, turn on **Review mode** when you want to work through the rows as a list. Review mode starts off in each report and, when enabled, opens on **Needs review**, where rows you have hidden no longer appear. Hide a row with one click, select several rows and hide them together, or open **Hidden** to unhide something. **All** shows both states. Your hidden rows are private to your user account; they do not hide rows for teammates. Each report remembers its own Review mode setting across sign-ins and devices, so enabling one report does not enable the others. Hidden rows are also remembered by report and remain hidden if the same row appears after you change the date range.

> **Where to find it:** Inside any data-table report under Reports: the date-range or date picker is in the header; Review mode, the download icon, review tabs, sortable column headers, and rows are in the table below.

## 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. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://learn.withessential.com/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.