One of the best parts about custom reports is that you can easily export them to PDF or CSV files and share them with your colleagues, employees or clients. All the data you currently view on screen will be included in your report.
Export to PDF
PDF reports are not editable. If you want to send a custom report to one of your clients or to your boss, PDF is probably the best choice.
To export a custom report in PDF, simply click on the ‘PDF’ button at the bottom of the screen. The file will be downloaded to your Downloads folder.
Export to CSV
On the other hand, if you’d like to further edit the report data with another application you should use CSV. CSV is a simple file format that’s widely used by many popular office and business applications. You can import one of our CSV files directly into Excel, Numbers and many other apps.
To export a custom report in CSV format, please follow these steps:
- Click on the ‘.CSV’ button at the bottom of the screen
- A pop-up will appear where you can select the column separator that we should use. Comma (,) is the default separator. If you’re a mac user and want to edit the CSV file with Numbers, then you should choose Semicolon (;).
- Click on ‘Export’ to download your file. The file will be saved in your Downloads folder.