Exporting data

Every module table can be downloaded as a CSV or Excel file from its Options menu. The examples below use the Sessions module; Contacts, Speakers, Sponsors and Exhibitors export the same way.

Training video · 6:41Finding your way: the new sidebar, the dashboard, and the five things people ask where they wentThe event Dashboard as a map (the countdown, the Need attention pill and Ask's Attention list, the Ask box, Top picks, stat cards that open filtered lists), the sidebar's five zones, where each old row lives now (Program for the old Sessions row, CRM for Contacts, Sponsors and Exhibitors, Settings → Library for fields, tags and personas), Rooms under Program Settings and on the Agenda's Rooms tab, where campaigns live (Send), finding who hasn't finished a task or a headshot, Export .CSV versus Download files bundle, Add Contact's in event / in organization search and the "already exists" message, pinning a page, and typing an old name into Find or ask.

1. 0:02The dashboard
2. 0:47Numbers that are links
3. 1:10The five zones
4. 1:45Program
5. 2:21CRM
6. 2:43Where Library went
7. 3:12Rooms
8. 3:42Where campaigns live
9. 3:58Who hasn't finished
10. 4:28Export or download
11. 5:01Adding someone who exists
12. 5:46Pin what you use
13. 6:09Find or ask

Training video · 6:19Reports, table views and exportsThe Reports page and the Report Builder, from a gallery example to filters, grouping, saving, scheduling and sharing. Then the Preferences drawer on any module table, sorting from a column header, saved views, and exporting a module to CSV or Excel.

1. 0:02Reports, views and exports
2. 0:18The Reports page
3. 0:50Start from an example
4. 1:14The Report Builder
5. 1:41Shaping the report
6. 2:12Describe it with AI
7. 2:35Save, schedule and share
8. 3:09The pre-built reports
9. 3:42Reports across the organization
10. 4:01Columns, sort and filter on any table
11. 4:33Sort from a column header
12. 5:00Saved views
13. 5:31Exporting a module

Export a table

1. Open the module and shape the table first — the export contains the columns of the view you are looking at, in that order, with the current filters applied. See Module table views.
2. Click Options in the top-right corner of the module.
3. Choose Export .CSV or Export .XLSX.

The file is generated in the background and downloads when it is ready.

Note

While any row is checked, the Options menu is replaced by the bulk actions bar, which has no export. Clear the selection and Options comes back. To export only some rows, filter the table down to them instead.

On the Sessions module, Download files bundle… is also here. It opens the Download Files wizard: choose which sources to include (form uploads, file requests, headshots and so on) and how to organise them inside the zip, then Generate download. The bundle is built in the background and you get an email with a download link when it is ready; large bundles can take several minutes. Looking for headshots specifically? See How to download headshots.

Note

File fields in a CSV or Excel export come through as publicly hosted links to each file, not as the files themselves. Use the files bundle when you need the files.

Exporting is a permission. A role needs Can export sessions (or the matching export permission for contacts, speakers, sponsors and exhibitors) under Event Team → Permissions; otherwise the export items in the Options menu are disabled.

Tip

If you need the same shape again — a column set for the printer, a filter for one committee — save it as a view before you export. Next time the export is two clicks. For anything more than a flat table, such as sessions with their speakers grouped by track, build it once in the Report Builder and download or schedule it from there.

Dates and times in an export

Every date and time in a downloaded file is written in the event timezone from Event Details. Exports that aren’t scoped to one event — organization-wide Awards exports, for example — use your organization’s timezone instead. That is often not the timezone of the person opening the file, and it is not the timezone the on-screen grid uses either, which renders in the reader’s own browser.

So every exported value names the zone it belongs to:

In the file	Means
2026-04-01 18:30 PDT	The zone has an abbreviation, so the abbreviation is used
2026-04-01 18:30 UTC-04:00	The zone has no standard abbreviation, so the offset is spelled out
2026-04-01 18:30 UTC	No timezone is set, so the value is UTC

Note

If your export format already includes a timezone token, nothing is added — you won’t get two markers on one value. When dates and times are split into separate Date and Time columns, the marker sits on the Time column, since a calendar date on its own has no time of day to be ambiguous about.

The split is not a per-report option. Include Day/Date/Time split columns lives in Event Details → Exports (and, as the organization default, under Org Settings → Details). Turn it on there and every spreadsheet download for the event — grid exports and runs from the Reports page alike — adds a Day, Date and Time column next to each datetime column.

On-screen report grids are deliberately left unlabelled. The marker is for files that leave Sessionboard and get read somewhere else.

Frequently asked questions

How do I get 12-hour times (AM/PM) in an export?

Pick a format with AM/PM in Export date format, such as MM/DD/YYYY hh:mm AM/PM. Both settings are in Event Details. Time Format controls times on screen. Export date format controls downloaded files, including downloads from the Reports page. Changing one does not change the other.