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Navigate to **Contacts**, **Deals**, or **Companies**. Apply any filters you need. Click **Export**. Choose format: CSV, XLSX, or JSON. The export downloads automatically.
Go to **Reports**. Open the report you want to export. Click **Export** in the top-right. Choose your format.
Set up a report. Click **Schedule**. Choose frequency (daily, weekly, monthly). Enter the email recipients.
Core Features
Exporting Reports and Data
Last updated: 2026-04-01
Exporting Data
Export from Any List
Export Reports
Scheduled Exports
On Professional plans and above, you can schedule automatic exports:
Formats
| Format | Best For |
|--------|---------|
| CSV | Spreadsheet analysis, quick import to other tools |
| XLSX | Excel with formatting and multiple sheets |
| JSON | Developer integrations, data migration |
exportreportsCSVExcelJSONdata