Exporting Data

How to download your data as CSV, Excel, or PDF.

You can export data from several areas of C2 Vault, including Inventory, Receipts, Dispenses, Activity, and the Audit Log.

Export Formats

FormatBest For
CSVImporting into spreadsheets or other software
ExcelWorking with the data in Microsoft Excel with formatting
PDFPrinting, sharing, or filing for compliance. PDF exports include your pharmacy header (name, address, DEA number).

How to Export

  1. Navigate to the page you want to export (e.g., Inventory, Receipts, Activity).
  2. Apply any filters you want (date range, search, transaction type) — the export will include only the filtered results.
  3. Click Export.
  4. Choose your format.
  5. Click Download.

Save to Reports

When exporting, you will see a Save to Reports toggle. When enabled, a copy of the export is saved to the Reports page so you and your team can access it later.