How to Export Paxy CSV

Use this workflow to download the supporting rows behind a Paxy data-report answer.

When to use this workflow

Use CSV when you need to audit, filter, sort, or share the supporting rows behind a Paxy answer.

Use CSV for detail review. Use How to Export Paxy PDF when you want a concise findings report instead.

Before you start

You need:

• admin or executive access.
• A completed Paxy data-report answer.
• Permission to handle the exported business data according to company policy.

The CSV button appears on data-report answers. It is disabled when there are no rows and no export token available.

Screen path

Dashboard > Paxy launcher > Ask a data question > CSV

Steps

1. Open Paxy.
2. Ask a focused data-report question.
3. Wait for the answer.
4. Review the answer, findings, notes, and row count.
5. Select CSV.
6. Wait while the button says Preparing....
7. Save or open the downloaded CSV file.
8. Review the report basis and supporting rows before using the data.

What the CSV contains

The CSV starts with report-basis information when available:

• Source tables.
• Source fields.
• Calculation notes.

Then it includes the result columns and supporting rows.

The exported filename is generated as paxy-report-YYYY-MM-DD.csv.

What happens behind the scenes

Paxy CSV export does not ask the AI model to reinterpret the question.

When an export token is available, PAX verifies that the token is valid for the current user and tenant, checks that it has not expired, reruns the validated read-only report query, applies the CSV export row limit, filters model-private result columns, and generates the CSV.

Current CSV export limits include:

If no export token is used, PAX generates the CSV from the result rows already included in the answer.

Related docs

• Paxy AI Overview
• How to Ask Paxy
• How to Export Paxy PDF
• How to Verify Paxy Answers
• Paxy Permissions and Data Access