Export to CSV and PDF
Where the Export buttons are, which tools export CSV and PDF, how to download original files, and how to get everything else through the API.
Everything you put in can come out. This page lists the exports in the app today. Exports follow permissions: if you can’t see a tool, you can’t export it.
CSV exports
| Tool | Where |
|---|---|
| Budget | Export Budget CSV on the budget. Snapshots: Download snapshot CSV. |
| Change Orders | Select rows in the list, then Export CSV (potential change orders and packages) |
| Commitments | Select rows in the list, then Export CSV |
| Correspondence | Select rows in the list, then Export CSV |
| Daily Log | Export CSV for the day you’re viewing |
| Direct Costs | Export CSV on the list (uses your current filters) |
| Directory | Export from the people list |
| Tasks | Export from the task list |
| CRM | Export app in the CRM section: company intake contacts as CSV |
| Analytics | Export on a dashboard or exploration: CSV or XLSX. Subscribe… delivers them on a schedule. |
CSV files open in Excel, Google Sheets or any BI tool.
PDF exports
| Tool | Where |
|---|---|
| RFIs | Export PDF on an RFI |
| Daily Log | Export PDF for the day you’re viewing |
| Prime Contracts | Export PDF on a prime contract |
| Analytics | Export on a dashboard: branded PDF, optionally with a cover page |
Original files
Download files as you uploaded them from Documents, Drawings, Specifications and Forms (look for Download or Download PDF on the file).
Everything else: the API
The project tools have a REST API with the same permissions as the app, so you can pull any record into your own reporting or archive. See the developer docs.
See also Data ownership and export for what we commit to, and Audit log and history.
Keep exploring
Related across os.construction
- ExplainerWhy one data core: the same record everywhereSee how RFIs, field records, change orders, budget, pay apps and CRM link on one data core in os.construction, and why links beat copies and syncs.
- DocsGlossary of os.construction termsThe product words used across these docs, defined plainly. Record, tool, permission template, approval, snapshot, dock, Spotlight and more.
- Blogos.construction is open for trialsThe app is live at app.os.construction. Start a 14-day free trial: project management and project financials today, with separate company accounting workflows and planned AI agents. Here's exactly what's live and what isn't.
- BlogWhy construction needs an operating system, not another appMost contractors don't have a software problem. They have a seams problem: the same number lives in five systems and none of them agree. The fix is a shared record, not another tool.
- DocsChange events and potential change ordersHow a possible change is captured as a change event, priced as a potential change order, submitted and approved, and how exposure is tracked before anything is signed.
- ExplainerA day as a project managerOne PM's day on a sample project: the desktop, an RFI answer, submittals, the daily log, an OAC meeting, tasks and a change event, all on one record.
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