Exporting or printing reports

Export a report to a supported file format or print the report to share data with external stakeholders, outside of the Reports app.

Note

You can export or print only activated reports.

How it works

You can export a report to one of the following supported file formats:

  • .csv
  • .pdf
  • .txt
  • .xlsx

Permissions

All Reports users that have access to the report can export or print a report.

Export a report

  1. Open the Reports app.

    The Browse page opens.

  2. Open the report you want to export.
  3. In the toolbar, click Export and select one of the supported file formats.

    The Export Report dialog box opens.

  4. Configure any of the export settings, as required.

    Tip

    If you are exporting to PDF, you can choose to password-protect the report. In the Export Settings, disable Use default layout values, enable Secure PDF, and specify the password that will be required every time the PDF is accessed.

  5. Click Export.

    Result The report is exported to the specified file format.

Print a report

  1. Open the Reports app.

    The Browse page opens.

  2. Open the report you want to print.
  3. In the toolbar, click Export .
  4. Click Print.
  5. Configure any of the print settings, as required.
  6. Click Print.

    Result The report prints.

Export or print a report from the dashboard

  1. Open the Reports app.

    The Browse page opens.

  2. Open an existing dashboard that contains at least 1 report.
  3. Hover over the report you want to export or print and click in the upper-right corner.
    Note

    To view the export and print options in the activated mode, the Export and Print option must be enabled under Report Menu on the Report Properties panel.

  4. Click Export .
    1. For export Select an option, configure any of the settings in the Export Report dialog box, and click Export.
    2. For print Click Print and follow screen instructions to print the report.

Export or print a report from the presentation

  1. Open the Reports app.

    The Browse page opens.

  2. Open an existing presentation that contains at least 1 report.
  3. Hover over the report you want to export or print and click in the upper-right corner.
    Note

    To view the export and print options in the activated mode, the Export and Print option must be enabled under Report Menu on the Report Properties panel.

  4. Click Export .
    1. For export Select an option, configure any of the settings in the Export Report dialog box, and click Export.
    2. For print Click Print and follow screen instructions to print the report.