Exporting Data
HelpYard lets you export any report as a CSV or PDF for sharing with clients or importing into other systems.
Export options
From the Reports section
- Go to Reports
- Select the report type
- Set your date range and filters
- Click Export → choose CSV or PDF
From any list view
Most list pages (Tasks, Workers, Properties) have an Export button in the top-right that exports the currently filtered view.
Available exports
| Export | Format | Includes |
|---|---|---|
| Task report | CSV, PDF | All task fields, worker, status, timestamps |
| Attendance report | CSV | Worker, property, check-in/out times |
| Contract summary | Contract details, task completion rate |
Scheduled exports
Contact your account admin to set up automatic weekly or monthly exports sent to your email.