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Several things export your data from the app, straight to your computer: your Contacts and your product catalogue as CSV, individual invoices as PDF, and the six Reports (Team performance, Appointments, Finance, Ads, CSAT and Logs) as CSV and as a formatted PDF, plus a combined Workspace report PDF covering up to five of the six at once: CSAT, Team performance and Appointments always, Finance when your role can view Finance, and Ads when the window has an ad to report. Logs is the only tab never in it. Automation flows also export as .json. There is no Excel export, and no scheduled or emailed report; anything beyond those comes out of the REST API. Exports are not gated by your plan. What you can export depends on your role and permissions. See Roles and permissions.

Contacts

Your contact list as salesbot-contacts.csv.

Products

Your product catalogue as salesbot-products.csv.

CSAT report

Survey responses as CSV or a formatted PDF.

Team performance

Per-agent activity as CSV or a formatted PDF.

Finance report

Every payment you collected as CSV, or a formatted PDF.

Ads report

One row per Click-to-WhatsApp ad as click-to-whatsapp-ads.csv, or a formatted PDF.

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Export your contacts

The contacts export gives you every contact in the workspace, not just the ones who have messaged on the channel you’re currently viewing. Contacts belong to the workspace, not to a channel. The file is salesbot-contacts.csv with these columns:
The country_code column is always empty, on every row. It exists so the export matches the layout the contacts importer expects; the country code is already part of phone. Don’t build anything that reads it.
The file is written for round-tripping: you can edit it and feed it back through the contacts importer. See Contacts overview for how importing handles duplicates. To export, open Contacts and select Export in the toolbar at the top, between Client letters and Import. You only see it if your role can export contacts, which by default means owners and admins. The Contacts toolbar with the Export button highlighted between Client letters and Import The channel you have selected on screen is not applied. The file holds every contact you are allowed to see: the whole workspace for an admin, or only your own channels’ contacts if your access is limited to certain channels.

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Export your products

The products export is the whole catalogue, every time; it has no filters and ignores whatever you’re looking at on screen. Products come out in the order they’re sorted in the catalogue. The file is salesbot-products.csv and covers name, sku, price, cost_price, currency, tax_rate, tax_inclusive, track_stock, stock_quantity, low_stock_threshold, category, active and description. Services and Plans do not export. Only products do. To export, open Offerings, go to the Products tab, and select Export in the row of buttons at the top (with Import and AI Catalogue Builder). The Products tab of Offerings with the Export button highlighted in the toolbar

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Export your reports

Configurations → Reports holds six tabs (Team, Appointments, Finance, Ads, CSAT and Logs) and every one of them exports the same way, from the same three buttons in its top-right corner: The date filter on a Reports tab with the CSV, PDF and Workspace report buttons highlighted on the right
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CSV

The report’s underlying rows: every CSAT survey, one row per agent’s totals, every individual appointment booking, every payment you collected in the window, one row per ad, or every log entry for the selected channel matching the current filters and date range (capped at the most recent 5,000 log rows). Workspace-level log entries such as invoices, appointments and webhook deliveries are left out of the Logs CSV and the Logs PDF, even though the list on screen shows them; see Reading the Logs page. Not the Appointments tab’s By service and By staff breakdown tables; those are summaries, not row data, so they only appear in the PDF.The Finance tab’s file is finance.csv, newest payment first, with the columns Paid at, Client, Invoice, Method, Status, Gross, Tip, Refunded, Net, Currency and Reference. It counts exactly the payments behind that tab’s Money in tile, so the file and the screen agree. See Finance report.The Ads tab’s file is click-to-whatsapp-ads.csv, busiest ad first, with the columns Ad ID, Headline, Type, Conversations, Messages, New contacts, Impressions and Clicks, plus Revenue, Currency, Spend, Spend currency and Cost per conversation when your role can view Finance. It splits the tab’s single Ad cell into three columns, and Type carries the plain value (ad or post) rather than the From an ad wording on screen. Spend, impressions and clicks come from a connected Meta ad account, and are empty cells rather than 0 where nothing has synced. See Ads report.
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PDF

A formatted version of the single report you’re looking at: the same header and accent styling as an invoice PDF, with metric tiles, bar charts and data tables.The Ads tab’s PDF works like the rest: metric tiles, a Busiest ads bar chart once there is more than one ad (the top 8 by conversations, with a line saying so when there are more), and a table listing every ad. It downloads even when the window is empty, with a line saying there were no ad-referred conversations in that range.
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Workspace report

One PDF covering CSAT, Team performance and Appointments, plus a Finance section when your role can view Finance, plus an Ads section when there is an ad to report in the window. Every section shares the same date window: the trailing 30 days. Available from any of the six tabs.The two optional sections are gated on different things. Finance is gated on permission: it appears only for someone allowed to see money. Ads is gated on content: it appears when there is an ad to report in those 30 days, meaning an ad that got a message or, with a Meta ad account connected, an ad that spent money. With neither, there is no ads page at all, not even an empty one. A teammate who cannot see money still gets the ads section, minus its Revenue column and Ad spend total. So the document runs to five sections at most (CSAT, Team performance, Appointments, Finance and Ads), four when there was no ad to report in those 30 days, and three for a teammate without permission to view Finance in that same workspace.Logs is the only tab never in it. The activity feed is deliberately left out, because it is noise in a report you would share with someone; export the Logs tab on its own if you need it. The button’s hover hint reads Download every report as a single PDF., which still promises more than the file delivers: Logs is never in it, and Finance is there only for someone allowed to see money.
Whatever filters you’ve set on a tab (the date range, or Appointments’ staff/service/status filters) carry into that tab’s own CSV and PDF. They do not reach the combined Workspace report: that button carries nothing across, so it always covers the trailing 30 days on every section, whatever you were looking at. For a specific window, export the tab’s own PDF. The Finance tab behaves the same way, with one thing worth knowing before you read its PDF: the outstanding figures on it are a snapshot of what you are owed right now, so they come out the same whatever dates you set. See Finance report.
Exporting from Reports needs the separate Export reports permission, on top of whatever lets you view Reports in the first place. Three more role rules reach the files. A teammate without View team appointments gets only their own bookings, both in the Appointments tab’s own exports and in the Appointments section of the Workspace report. The Finance tab, its CSV and its PDF all need permission to view Finance, the same permission that opens invoices, payments and orders; without it the Workspace report still downloads, simply without its Finance section. And the same permission decides how much of the Ads CSV, the Ads PDF and the ads section of the Workspace report you get: a teammate who cannot view Finance still gets all three, with the money taken out. The Ads PDF and the ads section of the Workspace report lose the Revenue and Ad spend figures; the CSV loses its Revenue, Currency, Spend, Spend currency and Cost per conversation columns. The money is stripped out of the file itself, not just hidden on screen. See Roles and permissions.

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What doesn’t export

Overview has no export. The KPI cards, the Message volume chart, the Broadcast funnel, Flow outcomes and Contact sources are on-screen only. If you need those numbers in a spreadsheet, read the underlying records through the API and do your own totals.
Two things moved out of this list. The Appointments tab on Reports exports a CSV of every booking in the filtered window, plus a PDF with the same By service / By staff breakdowns you see on screen. The Finance tab exports one row per payment you collected in the window, which is as close to a payments export as DMLY gets. See Export your reports above.Conversation transcripts still have no download button anywhere in the app. Pull those records through the API instead. Invoices are the other exception outside Reports: an individual invoice downloads as a PDF from Finance → Invoices → the row’s dropdown → Download PDF. There is no bulk invoice export.
DMLY doesn’t email you a report or drop a file anywhere on a timer. Every export is something you download yourself, when you ask for it.

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Get the rest through the API

For anything without an export, the REST API is the route. It returns JSON, so it suits a spreadsheet tool that can import from a URL, a reporting tool, or an automation platform like n8n.
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Create an API key

Keys are minted per workspace and carry the workspace with them, so no workspace ID appears in any URL. See Authentication.
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Call the endpoint you need

Browse the API reference for contacts, appointments, invoices, payments and the rest. Lists paginate, so page through them for a full extract.
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Or get pushed to instead of pulling

If you want a running record rather than a snapshot, subscribe to webhooks and have each event land in your own system as it happens.
A key made with Full access, or before key permissions existed, can reach everything in the workspace, including contact phone numbers and conversation content. For an export, choose Only the areas I choose and set just the areas you pull from to Read (see Authentication). Treat any key like a password, and read Data and privacy before you move contact data out of DMLY.