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Export a tab to CSV

Press Export in the top bar to download the tab you are on as a CSV file that matches what is on your screen.

1 min read · Updated November 2, 2026

#Download the open tab

The file is read from the screen, so it matches what you see, including the date range you picked. A tab with nothing to export gives a file that says so. Open the CSV in Excel, Numbers or Google Sheets.

  1. Open the tab you want, and set any date range or filter first.
  2. Press Export in the top bar, beside Refresh.
  3. A file named after the tab downloads, for example trulata-analytics.csv.

#Export your leads to Google Sheets

Where it is switched on for your account, Integrations has a Google Sheets card. Press Export leads to Google Sheets and every lead, with the outcome your team marked on it, goes into a new sheet in your own Google Drive. The screen confirms how many leads it wrote and gives you Open your sheet.

#Export everything at once

On an account you bought online, Account has Download my data: a zip of your leads and their outcomes, your content, your AI visibility results, your settings and your team. See Get a copy of your data.

#Questions

Does the export include more than I can see?

No. Export writes what the open tab shows. Use Download my data for everything.

Can I export a different date range?

Yes. Change the range on the tab first, then press Export.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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