Exporting reports as CSV

CSV export is useful when you need audits, external analysis, bookkeeping review, or simple sharing outside the app.

It should be treated as an output of the system, not the place where your primary workflow lives.

Before exporting, make sure status values, plan names, balances, and archive states are reasonably tidy. Exports amplify mess if the underlying records are inconsistent.

Use the built-in report views first so you know which export will actually answer the question you have.

Only export what the recipient needs. Client data becomes harder to control once it leaves the app, so keep exports narrow where possible.

If you are handing reports to a contractor or advisor, a targeted CSV is usually safer than a giant all-data dump.