Articles on: Reports

How to Export a Report

How to Export a Report

Learn how to export reports as Excel or CSV files.

Exporting a report

Open a report.

Go to the top menu and click the arrow next to REPORT HOME.

Open the drop-down menu and click Export.

Select an export option.

In this example, we select Excel with formatting.

On the next screen, click the Export button.

Save the file to your device and then open the document.

Edit the file as required. Use the side button to expand and collapse rows.

Save changes.

Updated on: 29/09/2021

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