Guides/Reports/Export to Excel

Export to Excel

Any report grid — and any table in a chat answer — exports to a real Excel file (.xlsx) with the export button above the grid.

What you get:

  • Numbers arrive as numbers. Totals, filters, and formulas work immediately in Excel — no "number stored as text" warnings, no re-typing.
  • Columns keep their headings and order.
  • Negative amounts keep their sign (Excel shows them as negatives; the red-parentheses styling is a screen convention).

The export contains exactly what the grid shows — same filters, same period. If you need a different slice, change the report's choices first, then export.

Tables inside a chat answer

A chat answer shows the first handful of rows to keep the conversation readable, and the assistant itself only reads a sample of a long result. The download is not that sample. When you click Excel or CSV on a chat table, the question is re-run in full and the file holds the whole result — thousands of rows, if that's what the question returns.

So the row count on screen and the row count in your file can differ, and that is correct. The file is the report.

Two things you may see:

  • "first 100 only" next to the row count on a chat table. The answer on screen is a first slice. Download it to get the rest.
  • A warning on the download — for example that the result is larger than the export limit, or that the table couldn't be re-run and the file holds only the rows on screen. A short file always says it is short; if there is no warning, you have the full result.