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How are reports exported?
How are reports exported?

Find out why reports are exported to your email address

Sean McTiernan avatar
Written by Sean McTiernan
Updated over 5 months ago

In this article, you will learn:

How to export a report to your email

To export a report via email, the box beside Send To My Email on the top right of the screen must be checked. After you click the blue Export button, you will see a green banner at the top of the screen to alert you that the report will be emailed shortly.

NB: Reports can only be sent to the email address connected to the account which is currently logged in.

How to export a report for direct download

To export a report via direct download, you must uncheck the box beside Send To My Email on the top right of the screen must be unchecked. After you click the blue Export button, the report will be added to the Reports Generated table at the bottom of the screen.

You can track the progress of the report with the red loading symbol under the Actions column. If a report is large, it may take a moment to generated. Once a report is fully generated, you can download it by clicking on the downloads symbol under the action column.

How to track reports which have been recently created

Once a one-off report created, it will be listed on the Recently Generated table at the bottom of each report page, along with some data about each report. Reports can be downloaded again by clicking the download symbol in the Actions column.

Scheduled reports are not included on this table and can be viewed by clicking the Scheduled Reports menu on the left hand side of the screen.

NB: Admins can see reports generated by all users on each report page and on the Reports Generated page.

How long do reports stay on the Reports Generated table?

Due to GDPR restrictions on staff data, reports will be erased after seven days.

How to check which email address you are logged in with?

You can check which email address you are logged in with by looking to the top right of the screen or by clicking your name and selecting Your Profile from the drop down menu.


NB: Admins can see all reports generate on each report page and In the Reports Generated Section.

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