Exporting & printing reports (Pro)
On Pro, export your reports as a print-ready PDF or a CSV of the detail data — both matching your selected period.
Quick answer
Report export is a Pro feature. The PDF is a print-ready version of the full report; the CSV is the detail data for a spreadsheet. Both reflect the period you selected on screen.
Reading reports on screen is enough for most check-ins, but sometimes you need a report out of RelkoAI — a PDF for your records, a printed summary, or a spreadsheet of the data. That's report export, a Pro feature in two formats.
A note on plans
On Free you can fully read your reports on screen. Pro adds the ability to take them out as a PDF or CSV. If the export buttons appear locked on Free, that's expected — upgrading unlocks them.
PDF: the full report, print-ready
The PDF produces a clean, print-optimized version of your entire report for the selected period — KPIs, goal pacing, charts, and table. Use it to keep records, print for review, or archive your year month by month. Print it or save as PDF through your browser's print dialog.
CSV: your data for your own analysis
The CSV gives you the detail table as a spreadsheet file, opening in Excel, Google Sheets, or Numbers. Use it to sort, filter, and analyze the raw data your own way, combine it with other records, or keep a data archive.
Exports match your selected period
Both exports reflect the period you selected on the Reports page. Set the period, confirm the report looks right, then export — what you see is what you get. Use PDF for the presentation and CSV for the analysis; many agents use both.
Steps / Key takeaways
- Reading reports on screen is available on Free; exporting is Pro.
- PDF is the formatted report; CSV is the raw data for analysis.
- Both exports match the period you have selected.
Frequently asked questions
Can I export reports on the Free plan?
You can read all reports on screen on Free. Exporting to PDF or CSV is a Pro feature.
Which format should I use?
Use PDF for the formatted report to keep or print, and CSV for the raw data to analyze in a spreadsheet.
Need more help?
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