Export a report

You can take report data out of Caleido as a spreadsheet or as an image. Spreadsheet exports (Excel, CSV) contain the table’s numbers. Image exports (PDF, PNG and copy as image) look like what you see on screen and suit presentations and board packs. All exports are in the Actions menu, under Export. When the menu is long, it also has a search field at the top where you can type the export name.

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Export a table to Excel or CSV

The file contains the rows and columns that are visible in the table, with the filters, columns and date range you have set. If you have not selected a table and the tab has several, Caleido asks Which card? so you can pick one. The list view of transactions and budget items has its own Export to Excel and Export to CSV in its Actions menu.

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Export a tab as PDF or PNG

In Actions > Export:

• Export to PDF saves the whole tab as a PDF file
• Export to PNG saves the whole tab as an image
• Copy as PNG copies the whole tab to the clipboard, so you can paste it straight into a slide or an email

When a report table opens on its own, outside a workbook tab, the same options are called Export page as PDF, Export page as PNG and Copy page as image. Caleido shows Preparing export… while the file is being created. Only one export can run at a time.

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Export a single card

To export one table, chart or KPI card from a tab:

• In Actions > Export, select Export card as PDF, Export card as PNG or Copy card as image, and pick the card if Caleido asks
• Or click Export card as PDF in the card header. It is pinned there by default

If you select several cards before you choose a card export, all selected cards are exported together.

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Export a chart from the chart editor

In the Chart editor, open Actions > Export and select Export chart as PNG or Copy chart as image. See Build a chart.

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Related

• Add elements to a tab
• Set up report columns
• Use the general ledger and journal