> ## Documentation Index
> Fetch the complete documentation index at: https://partner-help.letsdothis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exports & Custom Reports

> Download report data as a CSV and save filtered views as named custom reports for reuse.

Every report in the Reports library can be exported as a CSV and saved as a custom report. Exports give you the data in a format you can open in a spreadsheet or import into another tool. Custom reports let you save a filtered, column-adjusted view so you can return to the same setup without rebuilding it each time.

## Exporting data

Open any report in the **Let's Do This Reports** tab, apply any filters or column selections you want, then click **Export**. A CSV file downloads immediately, containing exactly the rows and columns visible in the current view.

Exports respect everything you have applied — date range filters, column selections, status filters, and any other active filters. Filter first, then export, if you want a narrower data set.

## Filtering reports

Most columns support filters, and combining them lets you narrow a report down to exactly what you need. Filters work the same way across all reports — apply them before exporting or before saving as a custom report.

The filter types available depend on the column:

| Filter type                  | When it applies             | Example                                                      |
| ---------------------------- | --------------------------- | ------------------------------------------------------------ |
| **Equals**                   | Text, numbers, dates        | Event Title **equals** Summer 5K 2025                        |
| **Does not equal**           | Text, numbers               | Status **does not equal** Cancelled                          |
| **Contains**                 | Text columns                | First Name **contains** Smith                                |
| **Any of**                   | Text, status columns        | Event Title **any of** Summer 5K 2025, Charity Half Marathon |
| **Before / After**           | Date columns                | Transaction Date **after** 1 January 2025                    |
| **Between**                  | Date columns                | Event Start Date **between** 1 June 2025 and 30 June 2025    |
| **Greater than / Less than** | Number and currency columns | Number of Tickets Sold **greater than** 100                  |
| **Is empty**                 | Any column                  | Partner Name **is empty**                                    |

A few examples of what you can do:

* Filter the **Reserved Entry Group Performance** report by **Partner Name equals** a specific charity to see only their allocation.
* Filter **Portfolio Performance** by **Event Title any of** to compare two or three events side by side.
* Filter the **Financial** report by **Transaction Date after** the start of your financial year to see revenue within a period.
* Use **Remaining Capacity greater than 0** to find reserved entry groups that still have places to fill.
* Use **Partner Name is empty** to find reserved entry groups that have not been assigned to a partner yet.

## Saving a custom report

A **custom report** is a saved version of any report with your chosen columns and filters baked in. Opening it later puts you straight into that view without needing to re-apply your settings.

<Steps>
  <Step title="Open a report and configure your view">
    On the **Let's Do This Reports** tab, click the report you want to save. Use the column picker to show or hide columns and apply any filters you want to preserve.
  </Step>

  <Step title="Save as a Custom Report">
    Click **Save as a Custom Report**. A dialog opens asking you to name the report. Enter a name and click **Save**.

    The report is added to your **Custom Reports** tab.
  </Step>

  <Step title="Open your custom report">
    Go to the **Custom Reports** tab in **Reports**. Your saved reports appear here, listed by name. Click any row to open it — the report loads with your saved columns and filters already applied.
  </Step>
</Steps>

## What gets saved

When you save a custom report, the following are preserved:

* Your column selection — which columns are visible
* Any active filters — date ranges, status, event occurrence, and other filter values

The data in a custom report is always live. Opening it shows the most current data matching your saved filters, not a snapshot from when you saved it.

Custom reports are shared across your whole organization — anyone on your account can see, open, and edit them. The **Custom Reports** tab shows who created each report and when, so your team can see at a glance what views already exist before building new ones.

<Note>
  Date range filters use **UTC**. If your events run in a different timezone,
  keep this in mind when filtering by date — a day boundary in UTC may not match
  midnight in your local time.
</Note>

## Deleting a custom report

To remove a custom report you no longer need, open the **Custom Reports** tab, find the report in the list, and delete it. Deleting a custom report permanently removes it and cannot be undone.

Deleting a custom report does not affect the underlying data or the original pre-built report it was based on.

<Note>
  If you want to update the filters or columns on an existing custom report,
  open it, make your changes, and choose **Save to this report** to overwrite
  the previous settings, or **Save as a new report** to create a separate
  version.
</Note>