This article provides information about how to view and export the report data to your local system.

TABLE OF CONTENTS

• Overview
• Procedure
• Result
• Reference Video

Overview

The Reports screen allows an authorized user to view and export the report data to your local system. 

Exporting a standard report requires to open the report then run to view the export option whereas exporting a custom report does not require to open the report to view the export option.

Procedure

1. On the menu bar, click Reports.
   It opens the Reports screen containing four tabs: All, Favourite, Customer/Partner, and Schedule & Subscribers.
   By default, the All tab is selected showing all standards and custom reports.
   
2. Click on a report which you want to export.
   • If you click on a standard report then perform the following steps: 
     1. Click on a standard report.
        It opens the report in editable mode.
        
     2. Click Update & Run Now at bottom of the screen.
        It runs the report and shows the available data based on the set report criteria.
        
     3. Click Export To Excel.
        It downloads the report in Excel file format.
   • If you click on a custom report then perform the following steps:
     1. Click on a custom report.
        It runs the report and shows the available data based on the set report criteria.
     2. Click Export To Excel.
        It downloads the report in Excel file format.

Result

The report file is downloaded in Excel file format. The file contains the report data based on the set report criteria. 

Reference Video