> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/services/download-services-report.md).

# Download Services Report

**Audience:** Super Admin, Admin\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-07

## Purpose

Use the download menu to export the current services report in **XLSX** or **CSV** format.

## Before you start

* You must be on **System settings** > **Services**.
* Apply any search or filters you want reflected in the exported report.

## Steps

1. Open **System settings** > **Services**.
2. Apply any search terms, team member filters, or column filters you want the export to respect.
3. Click the **Download** button.
4. Select **Download report in XLSX** or **Download report in CSV**.
5. Wait for the report to finish generating.
6. Open the downloaded file.

## Important

* Search and table filters affect which services are included in the export.
* Column selection on the page does **not** limit the exported columns.
* The CSV export downloads as a ZIP archive.
* In the current verified download, the ZIP contains `services_summary.csv` and `team_member_assignments.csv`.
* The specification says the XLSX report contains **Services summary** and **Team member assignments** sheets.

## Role differences

* **Super Admin / Admin:** Can use the verified report download options.
* **Other roles:** \[VERIFY: confirm whether any additional roles can download service reports.]

## What happens next

Use the downloaded report outside Compassly for review, sharing, or archive purposes.

## Related guides

* [Download Services Import Template](/compassly-docs/administration/system-settings/services/download-services-import-template.md)
* [Filter and Search Services](/compassly-docs/administration/system-settings/services/filter-and-search-services.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://compassly.gitbook.io/compassly-docs/administration/system-settings/services/download-services-report.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.