You've already generated your report and now you're ready to download it to your device. Let's get going!

For most of our reports, you will notice PDF and CSV options to export just below the Integration selection.

  • A PDF file is a better choice if you prefer to print a hard copy.

  • A CSV file is a spreadsheet file format that is better if you plan to use a spreadsheet program like Microsoft Excel™ or Google Sheets™.

  • Active Filters on the page will be applied to the exports.


Not seeing that option?

If you looking at one of our newer reports with Saved and Scheduled features, you will see different options covered here. Right now this includes the following reports:

Click the "Actions" button and you will see your options for downloading and saving the report. More information on that process can be found below:

Custom Reports

For Custom Reports, you'll see the option to download a report as either a PDF or CSV by clicking the "Actions" button as shown here:


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