Exporting reports

Exporting reports

You can export report data to multiple formats, including PDF, HTML, CSV, XLSX, and PNG formats. If you are a report administrator, you can also export a report's definition in JSON format to share it with specific users.

To export a report from the reports data table

  1. Hover over the required report in the reports data table
  2. Click the More Actions button  .
  3. Select Export Report, and select one of the following export menu options:
    • Full Report (PDF) - A full report includes the data from the Details, Summary, and Visualization tabs.
    • Full Report (HTML)
    • Detail (CSV)
    • Summary (XLSX)
    • Visualization (PNG)

To export a report from view mode:

  1. Select the Details, Summary, or Visualization tabs and perform an export:
    1. To export the raw data, select the Details tab and click Export To CSV.
      1. You can include multiple collections as part of your CSV export. For example, you can include attributes from both the Assign To and For collections for an activity-based report.
    2. To export the report summary, select the Summary tab and click Export to Excel.
    3. To export the report visualization, select the Visualization tab and click Export to PNG.
      1. Click the Export Report button   and select one of the following export menu options:
        • Full Report (PDF)
        • Full Report (HTML)
        • Detail (CSV)
        • Summary (XLSX)
        • Visualization (PNG)
    4. Specify the location for the exported file.

The file is saved to the specified location. The default file name is in the following format: <reportName>_<typeOfExport> (for example, <reportName>_summary.xlsx). The column order in the CSV and XLS files is the same as when viewing the report.



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