You are able to export reports as a PDF or an XLSX document. You can also send the file via email; see Sharing Reports with your team for details.
In this article:
Export a Report as an XLSX
- Navigate to the Reports page and select the report. The report preview page will open.
- In the header, click Export and select Export XLSX (just this section). You can download one section of a Report at a time in this format.
- The report is exported to your local computer, usually to your downloads folder.
Export a Report as a PDF
- Navigate to the Reports page and select the report. The report preview page will open.
- In the header, click Export and select how you would like to export the report:
- Export PDF (just this section): Export just the current section of the report.
- Export PDF (whole report): Export all sections of the report.
- In the PDF Export Report modal, add a title and description for the report. This information is used to identify the report in the Document Manager.
- Click Save. Your report begins exporting and a confirmation message displays. While your report is exporting, you can continue working in the application. In the lower-left navigation, open the Document Manager to check on the status of the export.
- When your export is complete, a message displays. In the lower-left navigation, open the Document Manager.
- Download or share the report:
- Click the down arrow icon in the Download column to download the PDF to your computer.
- Click the share icon in the Share column to email the PDF. The Share this Report modal opens.
- Add a comment or other note for the body of the email.
- Select employees or user groups to receive the email.
- Click Share. The email with the report attached is sent.
Report PDFs are available in the Document Manager for 30 days after they are created. These documents do not update; any information that is changed will not be reflected in the export. If information has changed, re-export the report.