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How Do I Export or Download a Report?

Share point-in-time insights with your groups or stakeholders. 

Steps:

  1. Click the download option at the top of your dashboard
  2. Choose download type
    1. Quick export: downloads exactly what you see on the screen
    2. Custom export: allows customization of download
If using Custom Export:
  1. Select your settings
    1. Filters
      1. Choose what filters to show at the top of the report when it's downloaded
    2. Page Layout
      1. Choose between continuous page or paged layout
    3. Content
      1. If the dashboard includes tables, choose whether to include all table rows or just include the amount of rows that show on the screen
  2. View your report preview


  3. Choose Download PDF