Download Reports and Data from Reports

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Overview

Analytic reports, whether single reports or dashboards, can be downloaded in multiple formats, including PDF, CSV, and more.

Audience

All users

Download Full Dashboard

Within Analytics, navigate to the dashboard you want to download.

NOTE: This can be a standard dashboard from one of the product folders or a dashboard from My Reports, My Favorites, or My Company.

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Click the menu icon, then select Download.

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There are two download options:

  • Download as PDF
  • Download as CSV

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The PDF option creates a single PDF file for the entire dashboard.

NOTE: If you want all table rows to show, you’ll need to select the Expand tables to show all rows option in the download prompt.

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The CSV option will automatically download a zip folder with one CSV file per Look on the dashboard.

NOTE: These CSVs don’t provide any visualizations, only the data.

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After you’ve selected your preformed format, click Download.

Download Data from Single Tile

To download data from a single Tile from your dashboard, click the menu icon in the Look you want to download, then select Download data.

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If downloading from a visualization, you can choose to download the visualization or data table. If you decide to download a table, you may need to select All results to ensure your table results are not limited to just a subset of rows.

tile download options.png

Click Download.

Download Report

Within Analytics, navigate to the report you want to download.

NOTE: This can be a standard dashboard from one of the product folders or a dashboard from My Reports, My Favorites, or My Company.

folder select.png

Click the settings icon in the upper right corner of the reporting page, and then select Download.

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Choose from the multiple file format options.

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The Download as CSV option creates a single CSV file for the report.

NOTE: If the report includes visualizations and you would like those options applied, you must select With visualizations options applied under results.

NOTE: If you want all table rows to show, you’ll need to select the All results option in the download prompt

csv download options.png

Click Download.

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