Report Features


 

Export a Report as a Spreadsheet

 

Overview

This article will show you how to export a Report as a spreadsheet.

 

Instructions

  1. Navigate to Reports
    reports.jpg

  2. Select a report
    select_a_report.jpg

  3. Apply any desired filters
    apply_any_desired_filters.jpg
    • From/To: Create a date and time range
    • Filters: Add any additional filters 
    • Fields: Display any additional fields
    • Refresh: Refresh the spreadsheet to accommodate your filters

  4. Click the spreadsheet icon to export as an Excel spreadsheet
    select_the_spreadsheet_icon.jpg
    • Normal Export: Includes sections and tallies
    • Raw Export: Includes all data without sections and tallies



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