Exporting Reports

You can export reports as file formats configured by administrators, such as PDF, Microsoft Excel, and comma-separated values.

  1. Run a report or modify and then run a report.
  2. Click the export format icon next to the Favorites tab.

    This image shows the four icons for exporting reports.

  3. Save the exported file.
    When you save to a CSV file, Reporting and Analytics inserts comma delimiters with double-quotation text qualifiers. Some reports also contain the following mathematical symbols: + - =. The symbols can cause formatting issues when you open a CSV file in Microsoft Excel.

Parent topic: Core Reports