ListMatchGenie

Exports explained

What's in each export format, how they differ, and when to pick each. CSV vs XLSX vs PDF vs PPTX — everything you need to choose the right one.

ListMatchGenie offers four export formats. Each is optimized for a different downstream use. This page is a deep comparison so you always pick the right one.

Quick comparison

FeatureCSVXLSXPDFPPTX
All rows + match columns✓✓——
Multi-sheet (matches, unmatched, review, summary)—✓——
Executive summary text—✓✓✓
Charts (score distribution, pass breakdown, pivots)——✓✓
Editable in recipient's tool✓✓—✓
Small file size✓———
Best for re-importing elsewhere✓✓——
Best for sharing with stakeholders—maybe✓✓

CSV

Plain-text comma-separated values. Single file. UTF-8 with BOM so Excel and Google Sheets open it correctly.

What's in it

Every source row. For each row:

  1. Your original columns (unchanged)
  2. Matched master columns (empty if unmatched)
  3. _lmg_ metadata columns

Best for

  • Re-importing into your CRM, warehouse, or downstream tool
  • Scripted processing (pandas, R, SQL load)
  • Large outputs (CSV handles millions of rows; XLSX chokes)
  • Command-line workflows

Gotchas

  • Column order is guaranteed; cell formatting is not (numbers vs strings is left to the reader).
  • Opens in Excel with the apostrophe-prefix formula escapes visible only if you inspect cells. Normal viewing is clean.
  • Date columns export as ISO 8601 strings. If your downstream tool expects MM/DD/YYYY, convert.

XLSX

Excel 2007+ format. Multi-sheet workbook.

What's in it

A workbook with sheets:

  • Results — all rows with match columns (same as CSV)
  • Matches — filtered to _lmg_match_status = match
  • Review — filtered to review cases, with side-by-side source/master layout
  • Unmatched — filtered to unmatched rows
  • Summary — stat cards, Genie's Take, pass breakdown text
  • Cleanse log — cleansing report content

Best for

  • Sharing with non-technical stakeholders who want the story in one file
  • Manual review workflows where seeing classifications side-by-side helps
  • Anything you'd otherwise build in Excel anyway

Gotchas

  • File size grows quickly — a 500k-row XLSX is large and slow to open.
  • Multi-sheet means the recipient has to know which sheet to look at. Always include a "start here" note in the summary sheet.
  • Older Excel (<2007) can't open — use CSV if that's a concern.

PDF report

Formatted analytical report with executive summary, charts, and narrative. Pro+ only.

What's in it

  • Executive summary (1-2 page narrative)
  • Summary stats (4 cards)
  • Match method breakdown (chart)
  • Score distribution (chart)
  • Per-dimension pivots (tables with data quality colors)
  • Data quality narrative
  • Key findings (3-5 bullets)
  • Sample rows (truncated for brevity)
  • Appendix with metadata (match profile, threshold, run time)

Best for

  • Email attachments to stakeholders
  • Archival ("here's what the data looked like on March 3, 2026")
  • Embedding in proposals or review decks as an artifact
  • Situations where you want to communicate the analysis, not the raw data

Gotchas

  • Not editable. If you want to tweak the wording, use PPTX.
  • Fixed layout — doesn't reflow on very small screens (it's designed for 8.5×11 or A4 viewing).
  • Generated once and cached — re-generating after changes requires explicit re-generation.

PPTX presentation

Editable PowerPoint-compatible slide deck. Business tier only.

What's in it

Typical structure (about 10 slides):

  1. Title slide (match label, date)
  2. Executive summary
  3. Headline stat cards
  4. Match method breakdown
  5. Score distribution
  6. Top pivot (e.g. by state)
  7. Secondary pivot (e.g. by industry)
  8. Key findings
  9. Recommended actions
  10. Next steps

Best for

  • Sales/account management review meetings
  • Monthly or quarterly reporting decks you'll embed this in
  • Anywhere you want the content but with your own company's template applied

Gotchas

  • Opens in PowerPoint, Keynote, Google Slides, and LibreOffice Impress — all with minor formatting differences.
  • Charts are embedded as images, not as editable PowerPoint chart objects. Can't change chart colors without re-exporting.

Audit columns (opt-in)

All four formats support audit columns — per-field score breakdowns (_lmg_score_first_name, _lmg_score_email, etc.). Opt in on the Export step.

Audit columns widen the output substantially. Include them only when you need them:

  • Auditing a specific match decision
  • Tuning a custom match profile (want to see which fields dragged scores down)
  • Compliance workflows requiring per-field visibility

Formats not supported

We deliberately don't offer:

  • JSON / JSONL — planned, not yet available. Use CSV and convert downstream.
  • Parquet — planned, not yet available.
  • SQL dump — out of scope. Many CRMs and warehouses accept CSV; that's the bridge we support.

Open a feature request if one of these matters to you.