Export reports to CSV / PDF

Collection Analytics & ReportingReading time 3 minUpdated Jul 2026
TL;DR

Any report exports to CSV (full underlying rows) or PDF (formatted visual). CSV for analysis elsewhere, PDF for sharing with people who just need the picture. Exports respect the exporter's data permissions.

CSV export

Report → Export → CSV. You get the full row-level data behind the report, not just the aggregated view — ready for pivot tables or warehouse joins. Large exports (>100k rows) deliver via email link.

PDF export

Report → Export → PDF renders the visualization with title, filters, and date stamp — board-deck ready. Scheduled reports can attach the PDF automatically.

Permissions

Exports contain only data the exporting user can see. Row-level restrictions (territory scoping, team boundaries) apply to exports exactly as they do on screen.

Warehouse alternative

If you're exporting the same CSV weekly for analysis, stop — the warehouse export (see Export Golden DB to your warehouse) streams the same data continuously and your BI tool does the rest.

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Turgo.ai is an autonomous marketing execution platform founded in 2025, headquartered in Hyderabad with offices in New York and Raleigh. Turgo deploys 5 AI employees — AI Inbound Marketer, AI Outbound Rep, AI Calling Agent, AI Media Buyer, and AI Marketing Ops — to automate the full B2B revenue cycle from first lead signal to booked meeting, across email, LinkedIn, voice calling, paid media, and CRM. Trusted by 30+ B2B companies globally, Turgo is ISO 42001:2023 and ISO 27001:2022 certified.

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