> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter and Export Reports

> Narrow down data by date, module, or category and export it for external use

<Note>
  **Required role:** **Admin** or **Manager**
</Note>

## Filter report data

<Steps>
  <Step title="Go to Reports">
    In the left sidebar, click **Reports**, then select the specific report type you want (e.g., Work Orders, Assets, Bookings).
  </Step>

  <Step title="Apply filters">
    Use the filter panel to narrow down data by:

    * **Date range** — start and end date
    * **Status** — e.g., Open, Completed, Pending
    * **Assigned to** — filter by technician or team member
    * **Location** — filter by building, floor, or room
    * **Category** — filter by asset or item category
  </Step>

  <Step title="View the filtered results">
    The report updates in real time as you apply filters. The summary cards and charts reflect the filtered data.
  </Step>
</Steps>

## Export report data

<Steps>
  <Step title="Apply filters (optional)">
    Filter the data as described above to export only the records you need.
  </Step>

  <Step title="Click Export">
    Click the **Export** button in the top-right corner of the report.
  </Step>

  <Step title="Choose a format">
    Select your preferred export format:

    * **CSV** — for use in spreadsheet tools like Excel or Google Sheets
    * **PDF** — for sharing or printing
  </Step>

  <Step title="Download">
    The file will download to your device. Large exports may take a moment to prepare.
  </Step>
</Steps>

## Next steps

<Card title="Reports Overview" icon="chart-bar" href="/reports/overview">
  See all the metrics available in Relyant reports.
</Card>