Exporting and Sharing Reports

Overview

Reports can be exported for presentations, management review, or integration with other business tools.

1. Supported Formats

• CSV (Excel compatible)
  
  

• PDF
  
  

2. Steps to Export

• Generate the desired report
  
  

• Click Export
  
  

• Select format
  
  

• Save or share via email or internal systems
  
  

3. Tips for Sharing

• Use filtered reports for targeted insights
  
  

• Maintain confidentiality by limiting access to sensitive data
  
  

• Schedule recurring exports for regular review