Reports and exports

Preview the workflow

Available source-reported production has a readable table alternative. CSV, PDF, GIS, document, and bulk delivery beyond the qualified public selection requires verified entitlement and supported capabilities; the preview does not anonymously deliver research exports.

Sharing a preview view

Safe shared links preserve the public record selection, filters, map view, and research tab. Do not put lead fields, private identifiers, or a confidential research request in a URL. A target outside the selection does not select a different record.

Approved exports

An available research export must preserve source identity, reporting groups, units, periods, and missing values, and remain within the approved account scope. Comparison, saved projects, bulk/API delivery, and GIS/PDF formats are discussed during scoping unless their implementation is verified.

Configured operational exports retain existing company permissions and approved accounting fields. Research access does not grant another company’s operational access.