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Download a standard report

  • When you download a report, it includes the data as shown in the data grid.
  1. From the navigation bar, click Reporting & Analytics>Standard Reports. The Standard Reports page opens and shows all the reports you have permissions to view.

    Tip: You'll see all the reports along with a brief description. You can use the search function to find the report you want. The search function looks for report title and keywords in the report description.

  2. Scroll or search for the report you want.
  3. Click Run Report to open the report.
  4. (If applicable) Select filters to limit the report.
  5. Click refresh icon to update/reload report results.
  6. From dashboard actions, click vertical three-dot menu icon and click Download. The Download window opens.
  7. Select a download format and options:
FormatAdditional options
PDFPaper size, expand tables to show all rows, arrange dashboard tiles in a single row, and open in browser
CSVN/A
  1. Click Download. The report is downloaded to your computer.