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Reports

Exporting your data

Download reports as PDF or Excel, get report pack PDFs, and export lists to CSV from around TurfWise

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When you need your figures outside TurfWise — for an auditor, a committee member or your own spreadsheet — there are a few ways to get them out, depending on what you need.

Premium

Report exports and the Export Centre are part of TurfWise Premium.


Which export do I need?

  • A report as a PDF or spreadsheet — use Export PDF or Export Excel on Reports & Analytics.
  • A weekly, monthly or committee report as a PDF — use the PDF button on the report itself.
  • A list of records as a CSV file — look for Export CSV on the page that holds that list.
  • A copy of a document — find it in the Library, switch to List view and click Save.

How do I export a report as PDF or Excel?

1

Open Reports & Analytics

Click Records in the top bar, then Reports, or open Reports & Analytics. On smaller screens, tap Menu first.

2

Choose the report

Pick the report you want from the Report row at the top of the page — for example Task Costs, Staff or Machinery.

3

Set the period

In Report controls, choose 30 days, 60 days or 90 days, or set your own start and end dates.

4

Click Export PDF or Export Excel

The file downloads with the report name and dates in its filename, so it's easy to find later.

PDF or Excel?

Use PDF when someone needs a finished document to read or print. Use Excel when they want to sort, filter or do their own sums.

Only managers and admins can export reports. Anyone else who clicks the buttons gets an error message instead of a file, so ask a manager or admin.


What's in the Export Centre?

Open Export from the Members reports tile on Reports & Analytics (it is also called the Export Centre). It's a signpost to the places that produce finished report files:

  • Weekly Reports — open a weekly report and download its PDF
  • Monthly Reports — open a monthly report and download its PDF
  • Committee Pack — build a committee report and download it as a PDF

Some exports aren't available yet

The Export Centre lists a few exports as Disabled until wired: task, staff, machinery and finance CSV exports; full account backups; and custom query downloads. They're shown so you know they're not there yet — they can't be used.


Exporting lists to CSV

Many list pages across TurfWise have their own Export CSV button, which downloads what's on that page as a spreadsheet file. You'll find it on pages such as:

  • Finance — purchases, suppliers, the product catalogue and monthly spend
  • Machinery — maintenance
  • Rainfall — your rainfall records
  • Attendance — attendance history

If a page doesn't have the button, that list can't be exported yet.

CSV files open in Excel, Google Sheets or Numbers. If the columns look jumbled, open the file from inside your spreadsheet program rather than double-clicking it.


Before you send an export to someone else

  • Check the dates — make sure the file covers the period they asked for.
  • Check the totals — spot-check a couple of figures against the page in TurfWise.
  • Rename the file — something like "Task-Costs-Aug-2026.pdf" is far easier to find later.
  • Think about who's getting it — staff reports include names, hours and absence details.

Staff data is personal data

Staff and attendance exports contain personal information. Only share them with people who have a genuine need to see them, and check with your manager if you're unsure.

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