Exporting reports is a crucial function that enables you to generate and download detailed summaries of various data sets. This guide will walk you through the steps necessary to efficiently export CSV reports, tailor them to your needs, and ensure you have the information required for your analysis.
What the article covers
- Exporting reports
- Steps to export reports
- Download your report
Steps to Export Reports
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Use the Export button
The Export button above most data tables allows you to generate and download reports based on summary lists of information. Some tables allow you to select a criteria for your download. When this is the case, you can narrow results by date and select which columns you wish to include in your report. However, there are tabs where filtering criteria is not available and the entire summary list will be exported.
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Download your report
Exported reports can be found on the Exports page in the left sidebar menu. Exports are listed in a table sorted by created date. This makes it easy to find your report.
To download your report, click on the blue box with the arrow pointing downward.
The report will show up in your downloads bar at the bottom of your screen in a CSV format. You can save the file to your system in additional formats through the save as feature on your computer.
Next, you can learn more about how to view your fee structure.