Export and Share Custom Reports
Who has access to this feature?
Available on: Report Builder - Pro and Elite Plans
Access level: All Users
You can export and share reports created in the Report Builder (or any pre-built reports in the Report Library) to share insights with your team or clients. Reports can be downloaded for offline access or copied directly from one profile to another.
Export a Report
You can export your custom report from the Report Builder:
- Open or create the report you want to export.
- Click “Export Report” in the top-right corner.
- Select a file format: CSV or PDF.
- The download will begin automatically.
Tip: Use CSV if you want the raw data in table format for further analysis, or choose PDF to export a visual version with charts, profile details, report name, date range, and logo (if White Label is enabled)
Share a Report
To share a report with another user or client, you have three main options:
- Save the report in the Report Library and give the user access to the profile.
- Copy the report to another profile of your choice.
- Create a Scheduled Report to have it automatically emailed to stakeholders.
- Export and share the report externally by email or your preferred channel.
Tip: Saving reports in the Report Library is the easiest way to keep data updated and accessible for everyone with the right permissions.
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