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

# Export InventoryHQ Job, Inventory, and Activity Data

> Export job costing, inventory, material list, and user activity data from InventoryHQ in CSV or PDF format to use in your CRM or accounting software.

InventoryHQ makes it easy to get your data out of the platform and into the other tools your business depends on. Whether you're importing job costs into your accounting software, sharing a material list with a supplier, or archiving activity records, every key report in InventoryHQ includes an export option. Exports are available in CSV format for structured data you plan to work with further, and PDF format for reports you want to share or print.

## What You Can Export

| Report                | CSV | PDF | Common Use                             |
| --------------------- | --- | --- | -------------------------------------- |
| Job Costing Breakdown | ✅   | ✅   | Import into CRM or accounting software |
| Inventory Snapshot    | ✅   | ✅   | Stock reconciliation, supplier orders  |
| Material List         | ✅   | ✅   | Job planning, procurement              |
| User Activity Report  | ✅   | ✅   | Accountability audits, HR records      |

## Exporting the Job Costing Breakdown

<Steps>
  <Step title="Navigate to Reports">
    From the main navigation, select **Reports**, then click **Job Costing Breakdown**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Exporting the Inventory Snapshot

<Steps>
  <Step title="Navigate to Inventory">
    Select **Inventory** from the main navigation, then open the **Reports** tab within the Inventory section.
  </Step>

  <Step title="Filter by location if needed">
    If you want to export inventory for a specific warehouse, apply the **Location** filter before exporting.
  </Step>

  <Step title="Click Export">
    Select **Export** and choose your preferred format — **CSV** or **PDF**.
  </Step>

  <Step title="Save the file">
    The file downloads to your device with the location name and export date in the filename.
  </Step>
</Steps>

## Exporting the Material List

<Steps>
  <Step title="Navigate to Reports > Material List">
    Select **Reports** from the main navigation, then click **Material List**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Export">
    Select **Export** and choose **CSV** or **PDF**. The Material List PDF is formatted cleanly for printing or sharing with suppliers.
  </Step>
</Steps>

## Exporting the User Activity Report

<Steps>
  <Step title="Navigate to Reports > User Activity">
    Select **Reports** from the main navigation, then click **User Activity Report**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Export">
    Select **Export** and choose **CSV** or **PDF**.
  </Step>
</Steps>

<Note>
  The User Activity Report is only accessible to users with the **Manager** role. Field workers cannot export or view this report. See [User Permissions](/settings/user-permissions) for details on role-based access.
</Note>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Upload your CSV file">
    Select the InventoryHQ CSV file from your device. Most platforms will auto-detect the column structure.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Run the import">
    Complete the import and verify a sample of records to confirm accuracy.
  </Step>
</Steps>

<Tip>
  For a detailed walkthrough of importing job costing data into a CRM, including field mapping guidance, see [CRM Integrations](/integrations/crm-integrations).
</Tip>