Reports & Data Export

Reports help you visualize progress, share data with others, and keep permanent records. Download branded PDFs, export raw data, or automate weekly reports to your inbox.

What’s Included

Peanuts offers three ways to get your data out:

PDF Reports

Branded documents with stats, charts, and entry tables

Data Export

Raw data in CSV or JSON format for spreadsheets and analysis

Scheduled Reports

Automated weekly summaries sent to your inbox

PDF Reports

Generate professional, branded PDF reports for any helper with just a few taps.

What’s in a Report?

Every PDF report includes:

Section	Description
Header	Helper name with your theme color and date range
Stats Grid	Total entries, total value, and average for numeric fields
7-Day Trend	Visual bar chart showing daily activity
Entries Table	Up to 15 recent entries with key field values
Footer	Generation timestamp and page numbers

A sample PDF report showing stats, trend chart, and recent entries

Generating a Report

Open your helper

Navigate to any helper with recorded entries.

Tap the download icon

In the toolbar, tap the download button to open export options.

Select 'Generate PDF Report'

Choose PDF from the dropdown menu.

Choose your date range

Select from preset options or set a custom range:

7 days - Last week of activity
14 days - Last two weeks
30 days - Last month
Custom - Pick specific start and end dates

Download or email

Tap Download PDF to save to your device
Or enter an email address to send it directly

The report dialog with date range options and email delivery

Emailing Reports

Share reports directly with others without downloading first:

In the report dialog, enter the recipient’s email address
Tap the mail icon button
The recipient gets a beautifully formatted email with the PDF attached

Perfect for sending expense reports to your accountant, health logs to your doctor, or progress updates to a coach or manager.

Data Export

Export your raw data for use in spreadsheets, databases, or other tools.

Export Formats

CSV
JSON

Comma-Separated Values - Works with Excel, Google Sheets, Numbers, and virtually any spreadsheet app.The CSV includes:

Entry ID and timestamp
All field values in separate columns
Boolean fields shown as “Yes” / “No”

id,created_at,Amount,Category,Notes
abc123,2024-01-15T09:30:00Z,45.50,Groceries,Weekly shopping
def456,2024-01-14T18:00:00Z,12.99,Transport,Bus pass

JavaScript Object Notation - Ideal for developers, APIs, and data processing scripts.The JSON includes:

App metadata (name, export timestamp)
Field definitions (id, label, type)
Full entry data with all values

{
  "app_name": "Expense Tracker",
  "exported_at": "2024-01-16T10:00:00.000Z",
  "fields": [
    {"id": "amount", "label": "Amount", "type": "number"},
    {"id": "category", "label": "Category", "type": "select"}
  ],
  "items": [
    {
      "id": "abc123",
      "created_at": "2024-01-15T09:30:00Z",
      "amount": 45.50,
      "category": "Groceries"
    }
  ]
}

How to Export

Open your helper

Navigate to the helper containing the data you want to export.

Tap the download icon

Find it in the toolbar area of your helper.

Choose your format

Export as CSV for spreadsheets
Export as JSON for developer tools

Save the file

The file downloads immediately with your helper name in the filename.

Exports include all entries in your helper, not just those visible on screen. There’s no date range filter for raw exports.

Scheduled Reports

Set up automated weekly reports that arrive in your inbox without any action required.

How It Works

Open helper settings

Go to your helper’s integrations settings.

Enable Scheduled PDF Report

Toggle on the scheduled report option.

Configure delivery

Set three options:

Recipient email - Where to send the report
Day of week - Which day to send (Monday-Sunday)
Time - What time to send (in your timezone)

Save changes

Reports will automatically be sent on your schedule.

Scheduled report settings in helper integrations

What Gets Sent

The weekly email includes:

Summary stats - Entry count, totals, and averages for the past 7 days
Recent entries table - Up to 10 entries with key field values
Trend indicator - Visual comparison of your week’s activity

Unlike on-demand PDF reports, scheduled reports are sent as HTML emails (not PDF attachments). This makes them faster to load and easier to read on mobile devices.

Accountability Partner

Share your progress automatically with someone who helps keep you on track.

Setting Up a Partner

Open helper integrations

Navigate to your helper’s settings and find integrations.

Enable Accountability Partner

Toggle on the accountability partner option.

Enter their details

Name (optional) - For personalization
Email - Where to send their copy

Choose what they receive

Include in digests - CC them on daily/weekly summaries
Include in reports - CC them on scheduled PDF reports

Accountability partner configuration options

Use Cases

Fitness tracking with a trainer

Share your workout logs and progress with your personal trainer. They can monitor your consistency and adjust your program accordingly.

Expense tracking with a partner

Keep your spouse or financial advisor in the loop on spending habits. Transparency helps maintain financial goals.

Medication compliance with a caregiver

Parents or caregivers can receive updates on medication adherence to ensure health routines are maintained.

Study habits with a mentor

Share study session logs with a tutor or academic advisor who can help identify patterns and areas for improvement.

Credit Usage

Feature	Credits
Download PDF report	Free
Email PDF report	Free
Export to CSV	Free
Export to JSON	Free
Scheduled reports	Free

All reporting and export features are completely free and don’t consume any credits. Export as often as you need!

Best Practices

Regular Backups

Export your data to CSV or JSON periodically as a backup. Store copies in cloud storage for safekeeping.

Weekly Reviews

Schedule reports for Sunday evening or Monday morning to review the previous week and plan ahead.

Professional Sharing

Use PDF reports when sharing with professionals - the branded format looks polished and trustworthy.

Spreadsheet Analysis

Export to CSV for deeper analysis in Excel or Google Sheets. Create charts, pivot tables, and custom calculations.

Troubleshooting

PDF won't download

Try these steps:

Check your browser’s pop-up blocker settings
Ensure you have enough device storage
Try a different browser (Chrome works best)
On iOS, the PDF may open in a new tab - use the share button to save

Email not received

Check for:

Typos in the email address
Spam or junk folder
Email filtering rules blocking attachments
Reports are sent from [email protected] - add to contacts

Scheduled report not arriving

Verify:

The scheduled report toggle is enabled
The recipient email is correct
The day and time haven’t passed yet this week
Check spam folder for emails from Peanuts

Missing data in export

Note that:

Calculated fields are excluded from exports
Image fields are not included in CSV/JSON
Very long text may be truncated in PDF tables
JSON export contains all raw data if you need complete records

Charts not showing in PDF

The PDF includes a 7-day trend chart by default. If it appears empty:

Ensure you have entries within the selected date range
Charts require at least one numeric field to display values
If no numeric field exists, the chart shows entry counts instead

Email Digest

Get daily or weekly entry summaries without attachments

Widgets

View real-time charts and stats within your helper

Getting Started

Core Concepts

Features

Templates

Integrations

Reports & Data Export

What’s Included

PDF Reports

Data Export

Scheduled Reports