Export Data

This article is here to walk  you through...yep, you guessed it...how to export data! Let's get right down to it.

 

1. Select Reports.

You can also select your reports by clicking Tools, and then selecting Reports.

 

 

2. After you select your report type, you'll notice that an Add new <insert report type here> button displays in top, right corner of the page. The add new button will be specific for the report type you selected. Click the Add new <insert report type here> button. 

 

3. Fill out all of the information required/needed to create your report but, make sure you select either CSV or Excel for the Output. (See Create a New Report if you need a bit of help creating your report.) 

 

Or, you can also export an existing report. Just navigate to the report you want to export, click Edit and then make sure the Output is either CSV or Excel. 

 

4. Click Save once your report is either created or updated.

 

The report now downloads as either a CSV or Excel file, allowing you to export the report via email if you wish.