Export a report (CSV, XLSX, PDF)#
For: Manager | Admin You’ll need: Permission to view reports (your manager will know).
Every report in Shiftavo can be downloaded in three shapes — CSV for re-importing into another tool, XLSX for working in Excel, and PDF for sending or archiving. The pattern is the same everywhere; this article explains it once so the per-report articles can stay short.
Pick the right format#
CSV#
A plain-text table — one row per record, columns separated by a delimiter.
Most reports use a comma delimiter and UTF-8 encoding.
Period overview and payroll reports (Payroll summary, Payroll timesheet) use a semicolon delimiter to match the schema payroll vendors expect. Open these with “import from text” in Excel and choose semicolon as the separator.
Best for: re-importing into another system, scripting, payroll vendor uploads.
XLSX#
A real Excel workbook with the report headers frozen at the top and an autofilter applied.
Numbers are stored as numbers, not text — totals and pivot tables work straight away.
The header row stays visible when you scroll.
Best for: ad-hoc analysis, sharing with someone who’ll work the data in Excel.
PDF#
A landscape-oriented document with the report headers re-printed on every page.
Page breaks fall between rows so nothing gets cut.
Best for: sending a snapshot, archiving the period, printing.
Verify it worked#
Open the downloaded file. The columns should match the ones listed in the report’s article, the rows should match what was on screen when you exported, and the period in the filename should be the period you filtered to.
Tip
If the export is empty, check your filters. The export reflects the current filtered view — clear the filters and try again to confirm there is data for the period.