How to export your data

  1. Click Export/Import in the sidebar.
  2. Pick Export.
  3. Choose what to export (Contacts, Businesses, Projects, Items, etc.).
  4. Pick a format: CSV (opens in Excel/Numbers) or JSON (good for re-importing).
  5. Click Download.

Save the file somewhere safe. We recommend doing a manual export at least once a month as a personal backup.

How to run a report

  1. Click Reports in the sidebar.
  2. Pick a report type: Contacts by Source, Projects by Status, Items by Location, etc.
  3. Set a date range if applicable.
  4. Apply filters (tags, categories, etc.).
  5. Click Run Report.
  6. Optionally click Export to CSV.