Enhanced Reporting: Export a Company Report

Objective

To export a report using the Enhanced Reporting tool.

Things to Consider

• Required User Permissions:
  • For company level reports: the user is a company admin.
  • For project level reports: the user has 'Standard' or higher level permissions on the reports tool and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with enhanced reporting?

Steps

To export a custom report created using Enhanced Reporting, follow the steps below:

1. Navigate to the Reports tool.

   • Use the company-level reports tool for company reports.
   • Use the project-level reports tool for project reports.
2. Click on the report that you want to export.
3. Click Export and select one of the following options:
   • CSV - This exported file downloads to the location specified by your computer.
   • Excel - This exported file downloads to the location specified by your computer.
   • PDF - This exported file opens in a new web browser tab or window.