Professional Tools
Reports and Exports
Generate reports and export your data for accounting, record-keeping and business analysis.
Why use this feature
Why Use Reports and Exports?
Step by step
How Reports and Exports Works
Choose Data Type
Select the type of data you want to export.
Set Date Range
Choose the period for your export.
Generate Report
Generate a report with your selected data.
Export
Download the data for your records or accounting.
Availability
Free vs Pro Access
With PSWPro Pro
- Data exports
- Custom date ranges
- Multiple data types
- Business reporting integration
Learn more
Related Resources
PSW Documentation Examples: A Practical Guide
Clear PSW documentation helps create an accurate record of the care, support and observations made during a client visit. It allows authorized care providers to understand what happened, identify important changes and continue providing consistent support.
Best PSW Software in Canada: 2026 Selection Guide
Personal Support Workers provide essential assistance to seniors, people with disabilities and individuals who need support with daily living. However, delivering care is only one part of operating an independent PSW practice or home-care business.
PSW Software for Canadian Care Providers | Complete Guide
Managing personal support services requires more than delivering excellent care. Personal Support Workers must also organize client information, schedules, care plans, visit notes, invoices, timesheets and expenses.
Frequently Asked Questions
Is Reports and Exports available on Free?
No. Data exports are a Pro feature.
What data can I export?
You can export clients, hours, timesheets, invoices, payments, mileage and expenses.
What format are exports in?
Exports are provided in standard formats compatible with common accounting and spreadsheet tools.
Ready to Put Reports and Exports to Work?
Start with a free account and upgrade when your practice needs more.