Downloading a Report

How to download a report's results to a preferred file format after running it.

Once a report has been run, its results can be downloaded to a file instead of only being viewed on screen. This is separate from a scheduled email delivery — see Scheduling a Report — and applies to a single, on-demand copy of a report's current results.


Downloading a Report

  1. Run the desired report — see Running a Report
  2. Select the Download button in the top right corner of the report
  3. Select a file format: PDF, JSON, CSV, XLS, or HTML
  4. Select Download
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Report Must Be Run First

The download option is only available once a report has been run and its results are displayed.