Exporting Data

In the upper-right of the top header area, you will find a drop down menu titled "Export". When you click the menu, it will display the available export options for the current view. Please keep in mind that the export options will vary based on the current view. All views support exporting in Excel format and some views also support exporting in PDF format. 



When you click "Export Excel" or "Export PDF" the export will generate immediately (based on current filter criteria and current view displayed on the page) and download to your computer's default downloads folder. For setting up scheduled/recurring reports - please refer to the Scheduling Reports article on how to use the "Send Report" feature.