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Exporting report data

Finished report results can be exported to Excel or PDF, either manually from a run page or automatically by email.

Export manually

  1. Go to Reports and open the report whose results you want to export.
  2. On the run page, click Export and select Excel or PDF.

The file is generated and downloads to your computer.

  • The Excel export contains the result table — best for further analysis.
  • The PDF export reproduces the formatted report, including the summary table and chart, using the page size and orientation set in the template.

Deliver by email

Instead of downloading manually, a report can email its results each time it is built:

  • one-time — enable Send Report by Email on the run form when you start a run;
  • recurring — configure email delivery and a schedule in the report template, so every scheduled run is delivered automatically. See Creating report templates.

In both cases you choose the attachment formats (Excel, PDF, or both) and the recipient list.

Note

Exports larger than the export row limit (100,000 rows) fail with an error — narrow the report period or filters and export in smaller portions.