What You Can Export
Exporting the Job Costing Breakdown
1
Navigate to Reports
From the main navigation, select Reports, then click Job Costing Breakdown.
2
Set your filters
Use the date range picker and job filter to scope the report to the time period or specific jobs you want to export. You can also filter by location if you have multiple warehouses.
3
Click Export
Select Export in the top-right corner of the report. Choose CSV to import into another platform, or PDF to save a formatted version for sharing or archiving.
4
Save the file
Your browser will download the file automatically. The filename includes the report name and the date range of the export for easy reference.
Exporting the Inventory Snapshot
1
Navigate to Inventory
Select Inventory from the main navigation, then open the Reports tab within the Inventory section.
2
Filter by location if needed
If you want to export inventory for a specific warehouse, apply the Location filter before exporting.
3
Click Export
Select Export and choose your preferred format — CSV or PDF.
4
Save the file
The file downloads to your device with the location name and export date in the filename.
Exporting the Material List
1
Navigate to Reports > Material List
Select Reports from the main navigation, then click Material List.
2
Filter by job or date range
Narrow the list to a specific job or time period if you only need materials for a particular project or phase.
3
Click Export
Select Export and choose CSV or PDF. The Material List PDF is formatted cleanly for printing or sharing with suppliers.
Exporting the User Activity Report
1
Navigate to Reports > User Activity
Select Reports from the main navigation, then click User Activity Report.
2
Set your filters
Filter by user, date range, or action type (material log, equipment check-out, job update) to focus the report on the activity you need.
3
Click Export
Select Export and choose CSV or PDF.
The User Activity Report is only accessible to users with the Manager role. Field workers cannot export or view this report. See User Permissions for details on role-based access.
Using Exported Data in Your CRM or Accounting Software
Once you have a CSV export from InventoryHQ, you can import it into most CRM and accounting platforms that support CSV uploads.1
Open your CRM or accounting software
Go to the import or data section of your platform. This is commonly found under Settings > Import or a dedicated Data menu.
2
Upload your CSV file
Select the InventoryHQ CSV file from your device. Most platforms will auto-detect the column structure.
3
Map your fields
Match the InventoryHQ column names to the fields in your destination platform. Key mappings for job costing data typically include job name, total cost, material cost, and margin.
4
Run the import
Complete the import and verify a sample of records to confirm accuracy.