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How to Export Data
How to Export Data
Angela Lim avatar
Written by Angela Lim
Updated over a week ago

Sometimes you may need to export your data into an Excel or CSV file for analysis in an external application. To do this, follow these steps:

  1. After you’ve created a report in the Report Builder and have selected all the data you’d like to export, click on the green Export button in the upper right.

2. You will get the option to Export to CSV or Excel. Choose the appropriate option, and a document will save to your computer with the requested data.

3. Open the document. The data will be divided into 2 tabs; a summary tab and a details tab.

The Summary tab will show you summarized data from your requested data set, including counts and sums, where available.

The Details tab will give you the raw data.

4. You may then save your file to your computer to use in your analysis.

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