Export Report
When you need to save report data for further analysis or share with colleagues, export helps download all information in a convenient format. This instruction will show how to export a report to CSV, XLS, or XLSX format.
When Needed
- You need to save report data for further use.
- You need to share information with colleagues in a file.
- You want to analyze data in external tools (Excel, Google Sheets).
- You need to create an archive of statistics for a specific period.
What's Important to Know
- Export — downloading report data to a file for use outside the system.
- File format — CSV, XLS, or XLSX to choose from.
- Exported data — only what is displayed in the current report considering applied filters.
- The file automatically downloads to your device after export.
Prerequisites
Step-by-Step Instructions
- Apply filters to the report if needed — set the period and other parameters you want to include in the file.
- Click the "Export" button (download icon) in the upper right corner of the report.
- Select file format from the dropdown menu:
- CSV — for simple tables and import into various systems.
- XLS — for opening in older Excel versions.
- XLSX — for modern Excel versions and Google Sheets.
- The file automatically begins downloading to your device.
What Happens After
The file with report data downloads to your device with a name containing the module name and unique identifier. You can open it in the corresponding program and work with data.
How to Verify It Worked
- Check your device's downloads folder — the file should appear in a few seconds.
- Open the file and make sure all data is exported correctly.
- Check that applied filters are reflected in the file data.
Other Methods
- You can export the same report multiple times with different filters for comparison.
- Use CSV for programmatic data processing, XLSX — for manual work in Excel.