There are two ways you can export a cardfile report to a spreadsheet.
1.With the cardfile open, select the cardfile report in the ribbon, then select Print. In the Print dialog box, change to Export and select the Xlsx Report File in the Type field. This can then be saved locally.
2.With the cardfile open, select the Job report in the ribbon, then select the Excel icon beside it. This will show each report pipeline in a separate sheet, ie. Cardfile, Contacts, etc.
You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on security since it accesses the report for the information.
Further information
Bulk Update CardFiles with BPAY Ref