When to Use This
You need to analyze data in Excel with custom calculations or charts
You want to share reports with people who don't have Sequifi access
You need to keep records for accounting or compliance purposes
You want to combine Sequifi data with data from other sources
You need to create custom reports or presentations
Who Can Export Reports
Export capabilities depend on your role and permissions. Admins typically have full export access, managers can export data for their teams, and reps can export their personal data.
What Can Be Exported
Sequifi allows you to export data from many areas:
Reports Section
Company reports
Sales reports
Payroll reports
Pending service accounts
Clawbacks
Reconciliations
My Earnings Section
Personal sales data
Override earnings
Pending pay details
Hiring Section
Lead lists
Pipeline data
Onboarding status
Management Section
Team performance
Personnel lists
Step-by-Step Walkthrough
Exporting Sales Reports
Go to "Reports" in the left-hand menu.
Click on "Sales."
Set your filters. Before exporting, filter the data to what you need:
Date range (week, month, year, custom)
Specific rep
Specific office
Date type (sell date, service date, etc.)
Review the data on screen. Verify you're looking at what you want to export.
Find the "Export" button. This is typically near the top of the report, often near the filter options.
Click "Export."
The file downloads to your computer. It's usually an Excel (.xlsx) or CSV file.
Open the file to review your data.
Exporting Payroll Reports
Go to "Reports" in the left-hand menu.
Click on "Payroll."
Select the time period. Choose the year and filter by month or frequency if needed.
Review the payroll data. Make sure you're seeing the periods you want.
Click "Export."
The file downloads. Open it to see payroll details in spreadsheet format.
Exporting Company Reports
Go to "Reports" in the left-hand menu.
Click on "Company."
Set your filters.
Year
Rep (or all reps)
Office (or all offices)
Review the report.
Look for export options. You may be able to export specific sections:
Payroll totals
Total paid by office
Total paid by position
Click on "View Report" for detailed data. Some sections have their own detailed views that can be exported.
Export the detailed view if available.
Exporting Personal Sales Data
For reps exporting their own data:
Go to "My Earnings" in the left-hand menu.
Click on "My Sales."
Set your date filters. Choose the time period you want.
Find the "Export" button.
Click to download your sales data.
Open the file to review.
Exporting Override Data
Go to "My Earnings" in the left-hand menu.
Click on "Overrides."
Set your filters.
Click "Export."
The file downloads with your override details.
Exporting Lead and Pipeline Data
Go to "Hiring" in the left-hand menu.
Click on "Leads" or "Pipeline."
Filter the data if needed. By office, position, or status.
Look for the three-dot menu or export option.
Select "Export."
The lead data downloads.
Exporting Pending Service Accounts
Go to "Reports" in the left-hand menu.
Click on the pending service or clawbacks section.
Apply any filters. By provider, rep, account age, etc.
Click "Export."
Review the exported data.
Working with Exported Data
Opening Export Files
Locate the downloaded file. Check your Downloads folder or wherever your browser saves files.
Double-click to open in Excel. Or right-click and choose "Open with" to select your spreadsheet application.
Review the data. Columns should be labeled with the data they contain.
Common Uses for Exported Data
Creating custom reports:
Add formulas and calculations
Create pivot tables
Build charts and graphs
Combine with other data sources
Analysis:
Sort and filter data
Calculate averages and totals
Identify trends
Compare time periods
Sharing:
Email to stakeholders
Include in presentations
Provide to accountants
Share with partners
Record-keeping:
Archive for compliance
Back up important data
Maintain historical records
Export File Tips
Organizing Exported Files
Use descriptive file names:
"Sales_Report_January_2025.xlsx"
"Payroll_Q4_2024.xlsx"
"Team_Performance_Weekly_12-15-2025.xlsx"
Create folders:
Organize by report type
Organize by time period
Keep related exports together
Add dates:
Include export date in file name
Helps track when data was pulled
Working with Large Exports
If Excel is slow:
Filter data before exporting to reduce size
Export in smaller chunks (by month instead of year)
Use Excel's filter feature to work with subsets
If data seems incomplete:
Check your filters before exporting
Verify you're not limiting results unintentionally
Try exporting without filters to see full data
Tips and Common Mistakes
Filter before exporting. Export only the data you need rather than everything.
Check your filters. Make sure filters are set correctly before exporting to avoid missing data.
Use consistent naming. Develop a naming convention so you can find files later.
Keep exports organized. Create folders for different report types and time periods.
Verify data after exporting. Spot-check to ensure the export matches what you saw on screen.
Be mindful of sensitive data. Exported files contain real data. Handle them appropriately.
Save working copies. If you modify exported data, keep the original export as a reference.
Note the export date. Data changes over time. Know when your export was created.
Common Questions
What format are exports in? Most exports are Excel (.xlsx) or CSV files that open in any spreadsheet application.
Can I export data I don't have access to view? No, you can only export data you have permission to see. Admins have the broadest access.
Is there a limit to how much I can export? Practical limits depend on your data volume. Very large exports may take longer to generate.
Can I schedule automatic exports? Standard Sequifi doesn't have scheduled exports. You'll need to manually export when needed.
Why is my export missing data? Check your filters. Data outside your filter criteria won't be included in the export.
Can I export to PDF? Most exports are Excel or CSV. For PDF reports, you may need to export to Excel and then save as PDF.
Who can see what I export? Exports download to your computer. What you do with the file after that is up to you.
What to Do Next
Now that you understand how to export reports, explore these related topics:
Sales Reports – Understand what sales data is available
Payroll Reports – Learn about payroll data
Company Reports – Access company-wide analytics
Importing Sales Records – Bring data into Sequifi
If you have questions about exporting reports or need help with a specific export, reach out to your manager or our support team and we'll be happy to assist!