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Export reports

Export a standard or custom report

You can export a standard or custom report to your local workstation. Reports can be exported as a PDF, Excel, CSV, or Text file.

 Note: For an optimal viewing experience, leave the charset selection set to its default, UTF-8, and leave the Images DPI set to Default.

  1. From the open report, click the Export button (Export button).
  2. Select Reports (default) or Data.
    • Reports will generate an export of the fully formatted report.
    • Data will generate an export of only the underlying data in a report in a CSV file. All formatting, such as images or titles, will be excluded.
  3. If you select Reports:
    • From the File Type drop-down list, select an export file type.
      • PDF
        • Select Current Report.
        • Select which pages (all pages, current page, specific page range) you want to export.
      • Excel spreadsheet
        • Select Prioritize the formatting of the document or Prioritize easy data processing in Excel (default).
      • CSV Archive
        • Select a qualifier from the Text qualifier drop-down list.
        • Select a delimiter from the Column delimiter drop-down list.
           Note: If you want these options to be the default options when you export a CSV archive, select Set as default values.
      • Text
        Reports - Example
        Reports File Type
  4. If you select Data:
    • Select a qualifier from the Text qualifier drop-down list.
    • Select a delimiter from the Column delimiter drop-down list.
      Data - Example
      Data File Type
  5. Click OK. The file will automatically begin downloading to your workstation.

Watch a video

Export options (1:24)

Learn about exporting reports.

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