This guide explains how to export data from reports in LeadCenter.ai, including downloading full reports as PDFs and exporting tables to CSV, Google Sheets, or Excel formats.

1. Overview of Export Options

There are two main ways to export report data in LeadCenter.ai:

1. Download the entire report as a PDF
2. Export individual tables to CSV, Google Sheets, or Excel

Each option is useful for different needs—PDFs are ideal for sharing summaries and visuals, while table exports allow for deeper data analysis.

2. Exporting Reports as PDF Files

To export a report as a PDF:

1. Open any report (for example, the Issued Production Report).
2. In the upper-right corner of the report, locate the green “Download PDF” button.
3. Click the button.
4. The report will be automatically generated and downloaded as a PDF file.

You can then save or share the PDF with colleagues or clients.

Tip: The PDF export includes all report visuals, charts, and summary metrics—making it perfect for presentations or performance reviews.

3. Exporting Report Tables (CSV, Google Sheets, Excel)

You can export any individual table from a report into a spreadsheet format for further analysis.

To do this:

1. Navigate to the report and scroll to the table you want to export.
   • For example: The “List of Accounts” table in the Issued Production Report.
2. Click the three-dot menu in the upper-right corner of the table.
3. Choose Export.
4. Select your preferred format:
   • CSV – For raw data export
   • Google Sheets – For direct collaboration
   • Excel – For local analysis in Microsoft Excel
5. Click Export to begin the download or transfer process.

When exporting to Google Sheets, all value formatting (such as currency, dates, and percentages) is preserved automatically.

4. Using the Special Export Category

LeadCenter.ai also provides a dedicated Exports section under Reports, allowing bulk export of specific data categories.

You can export:

• SMS Logs
• Email Logs
• Text Message Logs
• Other system data depending on your permissions

Steps:

1. Go to Reports → Exports.
2. Select the desired data type (e.g., SMS Logs).
3. Choose a date range.
4. Click the three-dot menu on the report.
5. Select Export, and then choose CSV, Google Sheets, or Excel.

This is particularly useful for auditing communications or generating compliance reports.

5. Summary of Export Options

6. Key Takeaways

• Use the Download PDF button to quickly share a visual version of a full report.
• Use table exports when you need to analyze or manipulate specific datasets.
• Use the Exports section for system-level data like SMS or email logs.

That’s how you export data in LeadCenter.ai.
You can now generate PDFs, CSVs, or spreadsheets to analyze, share, or archive your reports easily.