How to Export a Report to Save, Email, Print

Want to save, email, or print a report?

Here's how!

(Note: Only Account Administrators & Managers can run reports.)

  1. To export the report, click the "..." icon at the top right-hand corner of the report table and then click on Export Data.
  2. A pop-up window will appear and give you a choice of how you want to export the report. Data with current layout or Summarized Data. Click on the export format of your preference and then click on the yellow Export button at the bottom right-hand corner. 

    Note: Exports in Excel Workbook (*.xlsx) 

Data with current layout: 
Exports the data without any formatting added (icons, colors, etc.).

Summarized data: 
Exports the data with formatting (includes sums, averages, medians, etc.).

Summary

Easily export a report by clicking on the "..." icon and Export data, then select your preferred export format.