Reports Data Exports

When leadership asks for last quarter’s numbers, or finance wants the same extract every month, you need the data out of Pactly as a spreadsheet, not a screen you have to read and re-type.

The Data exports catalog in Reports is where that lives. Each export is a ready-made download: pick one, narrow it with filters and a date range, and download the result as a CSV or Excel file.

The exports you see are set up for your organization by Pactly. They are not built in the app by users. Each one is a fixed extract with a defined set of columns, written to match a reporting system, a tracker, or a finance hand-off.

Because the catalog is curated per organization, what you see depends on your account:

• If exports have been configured for you, they appear as rows in the Data exports table, each with its own filters.
• If none have been set up yet, the section shows a short empty state with a Contact us link instead of a catalog.

There is no build-your-own-export screen. If you need a new column, a different layout, or a brand-new extract, that is a request to Pactly support or your administrator, not something you assemble yourself.

Open Reports from the left navigation, then scroll to the Data exports section. Each row is one export. Some run straight from a Download button; others expose filters first behind Options.

Each export shows only the filters it was configured with: a simple extract might offer just a date range, while another adds a country dropdown and a party search.

The file format is fixed per export, not a choice you make at download time. Most exports produce a CSV that opens cleanly in Excel; some are built to produce an Excel (XLSX) workbook directly. The export’s description and the resulting file tell you which you’re getting.

Exports read across your whole organization, the same way the visual reports do, with two scoping rules you should know about:

• Sensitive groups you don’t belong to are left out. Contracts in restricted groups you aren’t a member of don’t appear in your export. Two people running the same export can get different row counts for this reason.
• Placeholders and deleted contracts never count. Uninitialized template drafts and deleted contracts are excluded from every export.

For the full rules on what data each export can see, read Data scoping in Reports. A blank column is almost always the underlying contract property not being filled in on those contracts, not a failed export, so check a few contracts before re-running.

The most common request, “give me my filtered contract list as a spreadsheet,” is handled in the Contracts area, not here. Build the filter once as a saved view, then export that view:

• Custom Views: save the filter and column set you want to export.
• Contracts Data Exports: export all contracts, or a single saved view, to CSV from Settings.

• Reports overview: what the Reports area covers and who can see it
• Data scoping in Reports: the full rules on what data each export and report can see
• Custom Views: build the filtered view you want to export
• Contracts Data Exports: export contracts and saved views to CSV from Settings