Printing and Exporting Analytics Reports

Report pages provide Print and, when permitted, Export for sharing a report result.

Prepare the view

Select the report, date basis, date range, and filters.
Check for loading errors or supporting-data warnings.
Review the visible totals and representative detail rows.
Choose Print or Export.

Export format and permissions

Data & Analytics exports report data as CSV. Export appears only when your role includes Export Data and can be disabled when no rows match. Use Print for the report's print presentation rather than assuming Export generates a formatted PDF.

Make the output understandable

Inspect the exported file and keep the report name, selected period, date basis, filters, grouping, and export date with it. A CSV is a snapshot; later edits to CaseWyze records do not update a previously exported file.

Check the included rows and columns before sharing. Permission to view a report does not mean every recipient should receive the exported client, staff, or financial information. Use the audience and channels approved by your organization.