Exporting reports | Preql help Center

Sharing your reports

When you create a report, it's automatically shared with your team members. You can customize who has access and what type of access they have.

Open your report and click on the Share button in the top-right corner.
By default, the report is shared with everyone in your company. You can change access levels to:
- Viewer: Can only view the report
- Editor: Can make changes to the report
- Restricted: Cannot find or view the report
To share with specific team members, enter their names in the invite field.
You can also copy the report link to share via other channels. Access permissions will still apply.

There are multiple ways to export your reports for use in other applications or for sharing with stakeholders who don't have access to Preql.

Click on the Export button in the top-right corner of your report to see the following options:

Note: If you cannot see your desired option for exporting, select ‘Add integration’ to add it as an option on your report

If you have a Snowflake integration set up, you can sync your report to your Snowflake instance
Exports sheet-by-sheet: Each sheet must be exported individually
When setting up the integration, you can select the specific destination in your Snowflake
The Snowflake table will be named using your report name, sheet name, and a unique code
Manual only: You can push updates manually by clicking Export → Sync to Snowflake

Exports all sheets: All sheets in your report will be added as tabs in a single Google Sheet
Destination options:
- Create a new Google Sheet
- Add to an existing Google Sheet in your Google Drive
You'll receive a link to open the Google Sheet directly
Schedule capability: You can set up automatic refreshes on a daily, weekly, or monthly basis by selecting ‘edit sync schedules’ in the export menu

Exports all sheets: All sheets in your report will be added as tabs in a single Excel file
Destination options:
- Create a new Excel file
- Add to an existing Excel spreadsheet
Manual only: No scheduling option available for Excel downloads

Send the report to any email address (recipients don't need Preql access)
- Tip: Press enter or space after adding the email
Customize the subject and body of the email
Selective export: You can choose which sheets to include in the email
File format options: Currently CSV, with more options coming soon
Schedule capability: Set up automated sending as:
- One-time delivery
- Recurring on a daily, weekly, or monthly basis

You can set up and manage schedules for automatically updating your exports:

Click on the Export button
Select Edit sync schedules
View all your scheduled exports across different integrations
For each schedule, you can:
- Edit the frequency (daily, weekly, monthly)
- Change the time and day settings (e.g., Monday at 11:30 AM)
- Delete the schedule
- Switch between automatic updates and manual pushes

Integration	Scheduling Available	Export Type	Destination Configuration
Snowflake	No	Individual sheets	Set destination during integration setup
Google Sheets	Yes	All sheets	New sheet or existing sheet in your Drive
Email	Yes	Selected sheets	Any email addresses
CSV Download	No	Individual sheets	Local download only
Excel Download	No	All sheets	Local download or existing file

If you don't see certain export options:

Click on Export → Add integration
You'll be taken to Settings where you can set up integrations with:
- Google Sheets
- Snowflake
- Other available applications

When setting up your Snowflake integration, you'll need to:

When setting up your Google Sheets integration, you'll need to:

All of these export functionalities will be available in Reports (beta), our new and improved reporting feature.