COMPANY GUIDE
Exporting Reports & Data
Exporting Reports & Data
Download reports in various formats for backup, analysis, or sharing with stakeholders.
Export Options
Supported Formats: PDF (formatted and professional), Excel (.xlsx for analysis), CSV (for data systems), and JSON (for integration)
How to Export
1
Generate Your Report
Create the report you want to export
2
Click Export
Look for the "Export" button, usually at the top-right
3
Choose Format
Select PDF, Excel, CSV, or other available format
4
Download
The file downloads automatically to your device
5
Store Securely
Keep exported reports in a secure location for record-keeping and compliance
Scheduled Reports: You can also set up automated reports to be generated and emailed to you daily, weekly, or monthly.