Exporting a report can be helpful if you need to share data with other members of your team or company, and there are several export options for reports in the dashboard.
How to Export a Report
To export a report, first navigate to the Reports page in the dashboard and click on the icon to view the report that you want to export:
Once you are viewing the report that you want to export, the next step is to click on the “Share Report” button in the top right corner of the report:
This will open a panel on the right side of the screen with different sharing and download options:
The different sharing and export options available are:
PDF Download
This will download a PDF file of the report. There are two different options for PDF exports, and you can select which type you would like while editing the report.
If you choose the “Presentation PDF Style” checkbox when creating the report, the PDF export will only show the first five locations in each report segment as shown in the dashboard, otherwise the PDF will list out every single location. Here is where this option can be found on the editing page for a report:
CSV Download
This will download a zip file that contains a CSV export of each report segment. You can download each one individually using the CSV download link at the top of each report segment, while this option is intended to be a quicker way to download them all at once.
PNG Download
This will download a zip file of PNG images of each report segment. Please note that this option is only available if the “Presentation PDF Style” option explained above is enabled.
Email Report
This option allows you to email a link to the report. Please be aware that anyone you email the report to will need to have access to your dashboard in order to view the report after clicking on the link.