Reporting & Analytics
Data exports
Getting data out: CSV/Excel exports and bulk extraction for external analysis.
Product support
Documented support
- Bonterra Apricot by Bonterra
Reports export to XLS/XLSX/CSV.
vendor reported
- Bonterra ETO by Bonterra
Report exports and SQL database exports (help center).
vendor reported
- Casebook by Casebook PBC
Reports/dashboards can be exported to common formats including Excel, PDF and PowerPoint.
vendor reported
- CharityTracker by Simon Solutions
CSV exports of cases and assistance; weekly full database file downloadable by administrators; full export on departure (help center).
vendor reported
- Clarity Human Services by Bitfocus
HUD CSV/XML program data export; API-driven imports and custom exports (report library, integrations page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Excel, PDF, CSV export; import/export via Excel/CSV/XML/JSON/APIs (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Sage-validated APR CSV bundles formatted for direct upload to the Sage HMIS repository (2026 APR announcement).
vendor reported
- QG Case by QuesGen Systems, Inc.
Export/sharing and analytics exports are documented.
vendor reported
Partial / qualified support
- Salesforce Nonprofit Cloud by Salesforce
All objects support API query/export; no dedicated export feature documented.
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.