Export Options Overview
clariBI supports three export formats, each suited to a different use case:
| Format | Best For | Includes Charts | Includes Data Tables | Editable |
|---|---|---|---|---|
| Sharing, printing, archiving | Yes | Yes | No | |
| Excel (.xlsx) | Further analysis, editing | No (data only) | Yes | Yes |
| CSV | Data transfer, imports | No | Yes (single table) | Yes |
Exporting a Report
Step 1: Open the Report
Navigate to Reports and open the report you want to export.
Step 2: Click Export
Click the Export button in the toolbar. A dialog opens with format options.
Step 3: Choose Format and Options
PDF Options
| Setting | Options |
|---|---|
| Page Size | A4, Letter, Legal |
| Orientation | Portrait, Landscape |
| Include Cover Page | Yes/No |
| Include Table of Contents | Yes/No |
| Chart Quality | Standard (72 DPI), High (150 DPI), Print (300 DPI) |
| Include Page Numbers | Yes/No |
Click Export PDF. The file downloads to your browser.
Excel Options
| Setting | Options |
|---|---|
| Include All Sections | Yes/No (exports text sections as formatted cells) |
| Separate Sheets per Section | Yes/No |
| Include Raw Data | Yes/No (adds the underlying data tables) |
| Number Format | Preserve from report / Reset to plain numbers |
Click Export Excel. The .xlsx file downloads.
CSV Options
CSV exports a single flat table. If the report contains multiple data tables, you choose which one to export.
| Setting | Options |
|---|---|
| Table to Export | Dropdown of available tables |
| Delimiter | Comma, Semicolon, Tab |
| Include Headers | Yes/No |
| Encoding | UTF-8 (default), UTF-8 with BOM (for Excel compatibility) |
Click Export CSV. The file downloads.
Scheduled Export
If you want exports to happen automatically, use scheduled reports with email delivery. The scheduled report can be delivered as a PDF attachment.
Tips for Each Format
PDF Tips
- Use Landscape orientation for dashboards with wide charts.
- Use Print quality (300 DPI) if the PDF will be physically printed.
- Enable Cover Page for client-facing reports to include your company name and the report title.
Excel Tips
- Enable Separate Sheets per Section when you want each finding to live in its own tab for easy reference.
- Enable Include Raw Data if the recipient needs to build their own pivot tables or formulas from the underlying numbers.
CSV Tips
- Use UTF-8 with BOM encoding if the recipient will open the file in Excel. Without the BOM marker, Excel may not display special characters correctly.
- Choose Tab delimiter if your data contains commas in text fields to avoid column misalignment.