How to Download a Dynamic Report
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How to Download a Dynamic Report

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Article summary

You can export a dynamic report and share it with or present it to stakeholders across your organization, or keep it handy for future reference.

To download a Dynamic Report, do the following:

  1. Navigate to Reports. The Reports page appears.

  2. Navigate to the report via report folders from the left pane.

  3. Select the report you want to download from the right pane.

  4. Click Run. The report tab appears.

  5. From the More menu, select from the following options:

    1. Export to Excel - Select to download the report as an Excel file in your local system.

    2. Export to PDF - Select to download the report as an Excel file in your local system.


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