Reports & AnalyticsUpdated May 2026
Exporting Reports
How to export Tetri Copilot reports to CSV, Excel, or PDF.
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Overview
After generating a report, you can export it in multiple formats for use in spreadsheets, accounting software, or to share with your accountant.
Export Formats
| Field | Required | Description |
|---|---|---|
CSV | — | Comma-separated values. Best for importing into Excel, Google Sheets, or accounting software. |
Excel (.xlsx) | — | Formatted spreadsheet with column headers. Opens directly in Microsoft Excel. |
PDF | — | A formatted document suitable for printing or sharing with accountants or auditors. |
How to Export a Report
- 1
Run a report as described above.
- 2
Click the Export button at the top right of the results.
- 3
Select your preferred format (CSV, Excel, or PDF).
- 4
The export is prepared, and the file downloads when ready (you also receive a notification when an export is complete).
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Note
On the Free plan, exported PDF and Excel reports include a "Generated with Tetri Copilot" line. CSV files (raw data) are never branded. Upgrading to a paid plan removes the branding from PDF and Excel exports.
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