How can Phreesia reports be exported for external analysis?

• A. PDF only
• B. CSV or Excel; PDFs for some reports
• C. XML only
• D. HTML only

Answer: (B)

Export formats are designed to support external analysis by giving you data-friendly options for pulling reports out of Phreesia. The most useful approach is to export data as CSV or Excel, which lets you sort, filter, perform calculations, and build pivot tables in your analysis tools. PDFs are also available for some reports when you need a clean, formatted version for sharing or archiving, without data manipulation. So you get the best of both worlds: CSV/Excel for in-depth analysis, and PDFs for a ready-to-view document when appropriate. Formats like XML or HTML aren’t typically used for straightforward external analysis, which is why the data-friendly CSV/Excel path with PDFs for some reports is the correct pattern.