RxRep solution

Data Export & Excel and PDF Reports

Take your data out of RxRep when you need it: lists of doctors, pharmacies and calls in Excel or CSV, and performance, field-day, user and distributor reports as Excel or PDF, with your logo on the PDFs.

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Updated November 2026 3 min read 7 days free, no card needed

Data Export & Excel and PDF Reports

Lists to Excel or CSVDoctors, pharmacies, doctor calls and pharmacy calls, following the filters on screen. Up to 20,000 rows in Excel and 100,000 in CSV; beyond that you narrow the filters.

Performance and leaderboardPerformance summary and leaderboard as Excel or PDF.

Field daysA day-by-day report of what each person did, as Excel or PDF, including from the Pathway page.

Reports you can hand to someone else

Managers still need a spreadsheet for the monthly review, a PDF for the board or an Excel file for finance. Exports should come from the same data the team already uses, and respect who is allowed to see it.

RxRep exports follow the filters on screen and the viewer's own access level: a manager exports their team, not the company. Exports need an export permission, and ready-made rep roles do not have it by default. Excel and PDF reports are included on every plan.

Why exports matter

Monthly reviews run on spreadsheets
Exports must respect who may see what
Some documents need a clean, branded PDF
Large lists need filtering before they leave the system

What you can export

Lists to Excel or CSV

Doctors, pharmacies, doctor calls and pharmacy calls, following the filters on screen. Up to 20,000 rows in Excel and 100,000 in CSV; beyond that you narrow the filters.

Performance and leaderboard

Performance summary and leaderboard as Excel or PDF.

Field days

A day-by-day report of what each person did, as Excel or PDF, including from the Pathway page.

Report for a person or team

Visits, sales, attendance, expenses and approvals for one rep or a team, as Excel or PDF.

Distributor documents

Ledger as CSV, ledger statement and invoice as PDF.

Sample history

A per-doctor sample history as CSV.

Payslips

Payslips as PDF, for the person themselves or company-wide with the right HR permission.

PDFs with your logo

Performance, field day, user report, distributor and payslip PDFs carry your logo, with a small "Generated with RxRep" footer.

How RxRep helps

Copy and paste

Copying tables into Excel by hand
Everyone can export everything
Screenshots in a board pack
Building a rep's month by hand
Asking IT for a data pull

With RxRep

One click to Excel or CSV
Exports follow each person's access level
A PDF report with your logo
A report for the rep with sections for each area of work
Self-service for people with the permission

Benefits

Monthly reports in minutes

Exports that respect access levels

Branded PDFs

Export exactly the filtered list

Frequently asked questions

There is no export for the product catalog, users, sales, targets, territories, activities or tour expenses at the moment. Several of these appear inside the person and team reports.

Not at the moment. There is no full-data export. Ask us if you need a copy of your data.

No. Exports are made on demand.

People whose role has the Excel or PDF export permission. The ready-made rep roles do not have it by default.

Yes, once you have uploaded your logo. Large logo files are replaced by the company name in PDFs.

Ready to put exports and reports to work?

From $7 per user per month. Start with a 7-day free trial, or let us show you around first.

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