Exporting a Report

You can export PDF reports as .pdf files and export column reports as either a .xlsx file or a zipped .csv file based on your preference. Your exported reports can be downloaded from the Notifications popover and the Alert Center once available.

Note:

For column reports exports, there is a limit of 200 columns and 500K rows for .xlsx files and a limit of 1M rows for .csv files.

To export a report

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Click the link in the Report Name column for the report you want to export.
  3. Review and configure the report to ensure it displays all the information you want to include. For more information, see Configuring a Column Report or Configuring a PDF Report.
  4. If any changes were made to the report configuration, click the Save button.
  5. To export PDF reports, you can click the Export button to customize export options on the Export modal and generate the PDF file.

    To export column reports, you can click the Arrow button to select between the following options:

    Excel

    This option generates a single .xlsx file of the current tab being viewed in the report.

    Excel with all tabs

    This option generates a single .xlsx file containing all report tabs.

    CSV

    This option generates a zipped .csv file of the report.



  6. The Report Download modal appears.


  7. Click the Close button. The report will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon.
    Note:

    The report download can take up to an hour to complete depending on data volume.

  8. Click the Notifications icon.
    The Notifications popover appears.

  9. Click the link corresponding to the report you exported. The file will download to your local system.
    Note:

    If you clicked the View in Alert Center link to access the Alert Center, you can download your exported report by clicking the corresponding link in the Description column.