Exporting Data from Reports

Users can export report data in various formats, making it easy to save, share, and analyze information outside the system.

Follow these steps to Export Data from Reports:

1. Navigate to the Reports. The Reports Overview page will be displayed.
2. Select the desired report type from the left side panel of the screen. 

3. Select the desired date range (default is the last 30 days).

   

4. Click on the Bulk Import. A Bulk Import pop-up will be displayed on the screen.

   

5. The Include Table Data and Include Chart Graphics checkboxes are selected by default. The user can deselect these options if they do not want them included in the report.
6. Select the desired report format (e.g., JPG, PDF, Excel). Once selected, the report will start generating in the background.
7. After your report is ready, it will appear in the download icon notification, as shown below.

8. Click on the Download Center in the top-right corner of the page to download it.

   

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