Export a report

This guide shows you how to export a rendered report to CSV, Excel, or PDF — choose your columns, pick your format, and download or retrieve the file.

Who can do this: Admins with the reports:export permission. If the Export button isn’t visible on your report, you don’t have this permission — contact your primary admin. Exporting per-member details (names, email) additionally requires the member-detail export permission; without it, those columns are omitted from the export.

Before you start

Run a report first. The Export button appears once a report has rendered results. See Run a financial report.

Steps

Choose your format and columns

With a rendered report on screen, select Export. A menu appears with three options: CSV, Excel, and PDF.
Select your preferred format. The Export dialog opens.
In the dialog, you can change the format using the Format selector.
Under Columns to include, check or uncheck columns to customize your export. Columns that are currently visible in the report are checked by default.
If your role includes member-detail export permissions, you’ll see an option to Include member details (names, email). Turn this on to add member-identifying columns to the export.
Before you confirm, check the note below the column list:
- “This will download right away” — your result set has 1,000 rows or fewer.
- “This is a large export — we’ll email a download link when it’s ready, and it’ll appear in Your exports” — your result set has more than 1,000 rows.
Select Export {format} (for example, Export CSV) to start the export.

Receive your file

Small exports (1,000 rows or fewer): The file downloads immediately. If any cells in a CSV or Excel file started with =, +, -, or @, they were automatically escaped to prevent formula injection. A notice will appear if any cells were escaped — review those cells before pasting into another spreadsheet.

Large exports (more than 1,000 rows): MapleGather queues the export. You’ll receive an email with a download link when it’s ready. You can also find it at Your exports — select Go to Your exports in the dialog, or navigate there directly from the admin sidebar. Don’t rely solely on the email; check Your exports if the email hasn’t arrived after a few minutes.

About each format

CSV: A plain-text comma-separated file. Works with any spreadsheet application. Cells that start with =, +, -, or @ are escaped automatically.

Excel: A formatted spreadsheet with dates as dates, numbers as numbers, and strings as strings (not all-text). Same injection-safe escaping as CSV. Best for finance teams who work in Excel formulas.

PDF: A formatted document with your organization’s branding in the header, the report title, period, and a timestamp. Best for sharing at board meetings or archiving a snapshot of what was presented.

Verify

You’ll know it worked when:

For a small export: the file downloads to your browser and the dialog shows a confirmation.
For a large export: the dialog shows “Export queued” with a link to Your exports, and the email arrives with a working download link.

If something goes wrong

Export button isn’t visible — your role doesn’t include export permissions. Ask your admin to check your permissions.
“Member detail columns are hidden for your role” — your export won’t include member names or emails. The report data itself is still exported.
Export failed — select Retry in the dialog. The export operation is safe to retry. If the failure was on a large async export, find the failed entry in Your exports and retry from there.
Large export email didn’t arrive — go to Your exports (available in the admin sidebar). Completed exports are always listed there, not only in the email.
For more, see Export didn’t arrive or failed.