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Export Your Data

DURUM.ai lets you export data from most tables in the application. Exports give you a file you can use in your favorite spreadsheet for additional analysis, internal reports, or archiving.

Available Formats

FormatDescription
CSVComma-separated text file, compatible with Excel, Google Sheets, and any spreadsheet software. Available on most tables.
PDFFormatted document for printing or sharing. Available on certain specific views.

Where to Export

Exports are available in the following sections:

PageSectionFormat
Dashboard > MarketingCampaign performanceCSV
Dashboard > Sales RepsPer-rep performanceCSV
Dashboard > SalesSales listCSV
Dashboard > FinanceRevenue by campaignCSV
ContactsContacts tableCSV
Data LogsEvent journalCSV
Prospects & CommissionsProspect tableCSV

How to Export

  1. Navigate to the page containing the table you want to export.
  2. Apply your filters (period, campaign, rep, etc.) to get exactly the data you want.
  3. Click the export icon (downward-pointing arrow) located in the upper-right corner of the table.
  4. The CSV file downloads automatically to your downloads folder.

Filter Before Exporting

The exported data respects all currently active filters: period, campaign, rep, product, etc. Set your filters before clicking the export icon to get exactly the subset of data you need.

Opening the Exported File

The CSV file can be opened in:

  • Microsoft Excel: double-click the file or use File > Open.
  • Google Sheets: go to Google Sheets, File > Import, then select the CSV file.
  • Numbers (Mac): double-click the file.
  • LibreOffice Calc: double-click the file.

Character Encoding

If accents or special characters appear garbled in Excel, use File > Open > select the file > choose UTF-8 encoding during import.

Best Practices

  • Export regularly to maintain a local data history.
  • Name your files with the date and section (e.g., marketing-campaigns-2026-03-25.csv) for easy reference.
  • Combine exports from different sections in a single workbook to create custom reports.

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