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PlanSwift 11.09 - Export (a Report) to CSV

  • January 1, 2025
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You can export your report data to a CSV file to import into a variety of other applications.

PlanSwift Reports Tab highlighting the Export to CSV button

Export to CSV

  • Select the Export to CSV button
  • Enter or browse to the location you want to save the CSV file

PlanSwift showing the Save CSV file dialog box

  • Enter the filename.
  • Click Save to save the file

The window close when the export completes.

You can open the exported file in your favorite spreadsheet program (such as Excel) or a text editor or even import it into your Account system.

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