Export menu
A small dropdown that lets the operator export the current view as PDF, CSV, or printable report.
Default
PDF
Report-style document
CSV
Raw rows for Excel
Print
Open the print dialog
Do & don't
Do
Always offer CSV. Operators want to drop data into Excel.
Don't
Generate the file immediately. Run it in the background and notify when ready.
Do
Default to the most-used format. Track which the operator picks last and lead with that.
Don't
Limit exports to a single date range — let the user pick.