How do I Export a Report?

How to Export a Report

Exporting reports is a simple and effective way to share data, perform offline analysis, or create backups. Follow the steps below to export a report from your software.

Step-by-Step Instructions

1. Navigate to the Reports Section

• Log in to your account.

• Click on the Reports tab in the main navigation menu.

• Choose the report you wish to export from the list or create a new one.

2. Open the Report

• Click on the report title to open it.

• Review the data to ensure it includes the correct date range, filters, and settings.

3. Click the Export Button

• Locate the Export or Download icon, usually found at the top-right or bottom of the report page.

• Click the icon to open the export options.

4. Choose Your Export Format

• Select your preferred file format from the dropdown list. Common formats include:

  • PDF (for printing or sharing)

  • Excel (.xlsx) (for further analysis)

  • CSV (for raw data use)

5. Adjust Export Settings (Optional)

• Depending on the software, you may have options to:

  • Select specific data fields

  • Apply filters

  • Choose the layout or page orientation

6. Download the File

• Click Export or Download.

• Your file will begin downloading automatically, or you’ll be prompted to choose a location to save it.

Troubleshooting

Can't find the export option?

• Make sure you have permission to export reports. Contact your admin if needed.

Export button is greyed out?

• Ensure the report is fully loaded and contains data.

• Try refreshing the page or clearing your browser cache.

Wrong data in the exported file?

• Double-check the filters and parameters before exporting.

• Re-run the report if necessary and try again.

Need More Help?

If you encounter issues or have questions about exporting reports, please contact our support team through the Help menu or email us at [e-mail].