Exporting Data Tables
You can export data from any table view in Productive without saving the view first. For example, go to CRM > Contacts and locate the Export icon next to the filters at the top of the screen.
Available Export Options
The Export button is available across all data table views in Productive, including Financials > Invoices, Project Management > Tasks (table layout), and Time > Company Time (table layout).
📌 You can also select specific items (rows) from a view and export only your selection instead of the entire view.
Customization and Saving Views
Before exporting, make sure you’re viewing the data you want to include. You can adjust filters, fields, grouping, and sorting as needed — even if the view isn’t saved.
If you want to keep your setup for future use, save the view after making changes. This ensures consistent export formats with up-to-date information.
Additional Export Options
Once you've selected your view and adjusted filters, fields, groups, and sorting options, you can export the data in PDF, CSV, or XLS formats.
Additionally, you can choose the page orientation and size and include attachments if applicable, such as when working on tasks.
You can also choose to include additional metadata in your export.
You can include any of the following metadata in your export:
Created by – the name of the person who exported the report.
Date created – the date when the export was generated.
Time period – included only when the view’s filters contain a date range.
For example, if you filter your view to show tasks with a due date within a certain range, the export will display the Due date field.
If you filter by task creation date, the export will display the Date created field.
Number of items – the total number of items in the exported view.
Organization logo – includes your company logo, and, when applicable, logos of client companies related to the exported data.
If you’re exporting a project view, the option changes to Project logo. In that case, the logo of the project’s associated company will be used instead of your organization’s logo (set in CRM > Companies).
Once exported, the selected metadata will appear at the top of the report.
📌 Note: When exporting Reports, there is an additional option to include Description metadata. This is only available for reports, as they are the only items containing descriptions that cannot be added via a corresponding field.
