Reports allow for exporting of the data. The export is dynamic meaning it will respect the modifications the user has made to the report. Reports can be exported as an Excel file or CSV.
To export a report:
- Select the report you wish to export
- Adjust the data to meet your needs
- Select the Export button in the top right
- Select the format you wish to export the data in
- Please note that both formats will respect your filtering, sorting, and hiding/showing of columns. However, only Excel will respect grouping.
Please note that exports have a threshold of 50,000 rows. If you attempt to export more than 50,000 rows, you will receive an error message. Please filter your report to less than 50,000 rows and export.
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