Data export is an extremely useful area of the platform that allows your organisation to retrieve reporting information in a CSV format. This enables you to effortlessly query and leverage this data in applications such as Excel or create compelling data visualisations using tools like Power BI.
- Where can I find the Data Export section and how do I download reports?
- How to use a data export report in a report automation
- What reports are available in the Data Export section?
Where can I find the Data Export section and how do I download reports?
You can find the Data Export section on the left-hand side menu under the Reporting section. To download a report:
- Navigate to the Data Export section by selecting "Data Export" under the "Reporting" category.
- Choose the specific report you intend to download by clicking on its name. This will allow you to save the file.
How to use a data export report in a report automation
Report automations are very useful as they allow you to generate reports containing data exports and automatically send them at any time. On the report automation configuration page, you can select any report or data export by choosing the 'Select Report or Data Export' field. Data export reports will have a green file symbol next to the name of the report.
Additional Resources:
For more information on how to create a report automation, you can read our Report Automation article.
For a full breakdown of the reports that can be exported, you can read the Which Reports Are Available in the Data Export article.
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