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Saving and Exporting Reports

Once you’ve created a report, you can save it for reuse or export it for sharing or offline analysis

John Ennis avatar
Written by John Ennis
Updated over 4 months ago

How to Save a Report:

  1. After applying filters and adjusting columns, click Save Report (top-right).

  2. Enter a name for your report.

  3. Access it anytime under Report List.

How to Export a Report:

  1. With your report open, click Export (top-right).

  2. Choose a name for your export file.

  3. Select either:

    • Excel Spreadsheet

    • CSV File

  4. Click Export to download the file.

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