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Tutorial: export and share a report
Generate a report from your data, save it for reuse, and share it with colleagues.
5 minutesEnd users and managers
Prerequisites
- Access to the application holding the data
Steps
1
Choose the data and period
Open the reports area of the application and select the dataset and date range. Filters apply before export, so the exported file contains exactly what you selected.
2
Generate and review the report
Run the report and review the preview. Adjust filters or columns before exporting; a reviewed report is the one people trust.
3
Export
Export in the format your audience needs: spreadsheets for analysis, PDF for records. The export downloads immediately and is also saved to your recent exports.
4
Save and share
Save the report configuration with a clear name so you or a colleague can rerun it with one click. Shared report configurations update when the underlying data changes, while exported files stay frozen at export time.
Tips
- Prefer sharing saved report configurations over emailing exported files; the configuration always reflects current data.