Download Reports

The Download tool extracts report data from either the Ad Hoc table or Report View as a CSV or Excel file.

Note: For reports that contain a large number of records (e.g., one thousand and more), you may experience time out issues when downloading. If this occurs, we recommend breaking it into more specific reports using filters.

Download from the Ad Hoc table

1. Navigate to the Reporting > Ad Hoc and Data Feeds area.

2. Select the Ad Hoc tab.

3. From the Ad Hoc table, select the ellipsis icon next to the report and then either Download CSV or Download Excel.

An export of the report automatically saves to the Downloads folder.

Download from the Report View

1. Navigate to the Reporting > Ad Hoc and Data Feeds area.

2. Select the Ad Hoc tab.

3. View the report.

4. From the Report View, select the Download results icon.

5. Select either Download CSV or Download Excel from the options.

An export of the report automatically saves to the Downloads folder.