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    How to export a report to CSV

    This article explains how to export and save a report as a CSV file to your desktop PC.

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    Quick Version: Run your report, then at the bottom of the screen click CSV, choose your location to save the report, enter a name for the report and click Save.

    Step-by-step guide

    1. Click on Manager, Reports then Additional Report



    1. Run your selected report. After it has been generated, click on CSV at the bottom of the screen.




    1. Choose a location to save the CSV, (as illustrated in point 1. below) enter a file name (2.) and click Save (3.). Your CSV has now been saved to your computer.

     

     

    This feature can be used if you need to export a report and email it to someone, for example, if you need to email a Totals report to your accountant. You could even use this feature to schedule a report to be sent automatically by email.

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