Exporting a report as CSV or PDF

Reports can be exported in both CSV and PDF format.

  1. Go to “Reports” and either use a custom report or a system report
  2. Click the “View” button which will show you an example of the data limited to 100 records
  3. From the menu choose either “Download CSV” or “Download PDF”
  4. The download will start and the file will be available once it has finished downloading

A CSV file can be imported into such software such as Microsoft Excel or Google Spreadsheets.

A PDF file can be viewed by a modern browser or using Adobe Reader.