Exporting reports

The Export button (top right of Dashboard → Reports) lets you take report data out of the Dashboard. Three options today, two of which are fully implemented.

Export as CSV

Opens a section picker. Tick any combination of:

• Sessions — session-level rows
• Users — per-user activity
• Minutes — minute-pool usage data
• Tasks — task data

Click Export and a CSV is generated and downloaded in your browser. The data reflects the currently-selected period at the top of the Reports page.

By default all four sections are selected. Pick at least one — you'll get a toast error if you try to export with zero sections selected.

Export as PDF

Shown in the dropdown today, but PDF generation is coming soon — clicking it shows a toast confirming this. Use CSV for now.

Export via API

Points you at the Tenant REST API for programmatic access. Useful when you want to:

• Refresh a dashboard daily without a human click
• Feed report data into your own BI tool (Looker, Metabase, etc.)
• Build a custom report for stakeholders who don't have TrainAR access

The API exposes the same underlying data as the on-screen reports, but with finer query controls.

What CSV exports contain

The exported CSV is the same data the on-screen visualisations are computed from — not just the aggregated rendered values. So you can re-aggregate, filter, or cross-tab it as needed in your own tools.

What's NOT in Export

• No PDF export (coming)
• No scheduled email exports (run on demand, no recurring delivery)
• No webhook on report-ready (use the REST API on your own schedule)
• No selective field-level export (you select sections; what's in each section is fixed)

Where to next

• Tenant REST API — programmatic report data
• Reports overview — what the tabs show before export