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Exporting

Export spreadsheets to PDF, Excel, or CSV.

Blake Fischer avatar
Written by Blake Fischer
Updated today

Exporting lets you share spreadsheet data with clients, subcontractors, or team members who may not use Exayard. Click the Download button in the spreadsheet toolbar to see three format options: Excel (.xlsx), CSV (.csv), and PDF (.pdf).

Excel

Excel preserves the full spreadsheet including all sheets, cell formatting, formulas, column widths, and row heights. Recipients can open and edit the file in Microsoft Excel, Google Sheets, or any compatible application. Use this when sharing work that others need to modify.

CSV

CSV exports the currently active sheet as plain text with comma-separated values. Formulas are converted to their calculated results. Formatting and multiple sheets are not preserved since CSV is a plain-text format.

This format works with virtually any software, making it ideal for importing into accounting systems, databases, or other tools that need raw data.

PDF

PDF opens the print dialog where you configure page layout, scaling, and headers before downloading. The result is a document that preserves the exact visual appearance of your spreadsheet. Recipients cannot edit the content, which makes PDF the right choice for client estimates, bid packages, and final deliverables.

See the printing options article for details on configuring paper size, margins, headers, footers, and other PDF output settings.

Format comparison

Feature

Excel

CSV

PDF

All sheets

Yes

Active sheet only

Configurable

Formatting

Yes

No

Yes

Formulas

Yes

Converted to values

N/A

Editable by recipient

Yes

Yes

No

Universal compatibility

Needs spreadsheet app

Any text editor

Any PDF viewer

How downloads work

For Excel and CSV, the file downloads immediately after you click the format. The filename matches your spreadsheet name with the appropriate extension. For PDF, you configure settings in the print dialog and then click Download PDF.

Choosing the right format

When sending estimates to clients, PDF keeps your numbers locked and your formatting intact. When collaborating with team members, Excel lets them make changes and send the file back for you to re-import. When feeding data into other systems, CSV provides the cleanest interchange format.

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