How to Download Reports in CSV Format in Kylas CRM

Introduction

Reports are an essential part of any business workflow, as they provide valuable insights into sales performance, customer engagement, and operational efficiency. In Kylas CRM, reports can be created in both standard and multi-dimensional formats. To make analysis and sharing easier, Kylas allows users to download these reports in .CSV format with just a few clicks. A CSV file can be easily opened in applications like Excel, Google Sheets, or BI tools for further analysis, visualization, or sharing with team members.

This guide covers the prerequisites, step-by-step process, use cases, and benefits of downloading reports in CSV format.

Table of Contents

1. Prerequisites

2. Steps to Download Reports in CSV Format

   • Step 1: Accessing Reports

   • Step 2: Downloading Report in CSV

3. Use Cases

4. Benefits

5. Conclusion

Prerequisites

Before downloading reports in CSV format, ensure the following:

• Permissions: Any user with permission to Create/Read Reports can download them.

• Product Plans: Available in Embark and Elevate plans.

• Activities to be Completed: None – you just need an existing report.

Steps to Download Reports in CSV Format

Step 1: Access Reports

1. Log in to your Kylas CRM account using your registered credentials.

2. From the left-hand navigation menu, click on Reports.

3. You will land on the Reports listing page, where you can see all available reports (standard and multi-dimensional).

4. Select the specific report that you want to download.

Step 2: Download Report in CSV Format

1. Once the selected report opens, look for the download option (usually represented by a download icon at the top-right corner of the report).

2. Click on the Download option.

3. The report will automatically be downloaded in .CSV format.

4. Open the file using Excel, Google Sheets, or any other CSV-compatible tool to view and analyze the data.

Use Cases

Here are some practical scenarios where downloading reports in CSV format can be useful:

1. Sales Team Performance: Export sales pipeline or conversion reports and analyze them in Excel to track team productivity.

2. Marketing Campaign Analysis: Download lead generation or campaign performance reports and share them with your marketing team.

3. Finance & Revenue Tracking: Export revenue-based reports to integrate with financial systems or audit records.

4. Operational Insights: Use CSV reports to identify gaps in service delivery, lead response time, or deal closure rates.

5. Custom Analysis: Import the CSV file into BI tools like Power BI or Tableau for deeper, visual insights.

Benefits

Downloading reports in CSV format offers multiple advantages:

• Ease of Sharing: Share reports with colleagues or stakeholders who don’t have Kylas access.

• Flexible Analysis: Perform advanced calculations, pivot tables, or charts in Excel/Google Sheets.

• Data Portability: Import CSV files into third-party analytics or accounting systems.

• Collaboration: Multiple team members can work on the same exported data file simultaneously.

• Saves Time: Quick one-click export helps avoid manual copy-pasting of data.

Conclusion

Kylas CRM makes it easy for users to download reports in CSV format, ensuring that data remains accessible, portable, and ready for deeper analysis. Whether it’s tracking sales performance, measuring marketing success, or preparing revenue insights, CSV downloads empower teams to collaborate effectively and make data-driven decisions.

By combining the simplicity of Kylas reporting with the flexibility of CSV, businesses can unlock greater visibility into their operations and enhance their decision-making process.