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Export a custom report

You can export a custom report in a few easy steps.

Relu avatar
Written by Relu
Updated over 2 weeks ago

You'd export a custom report to share data with others, work with it offline, or integrate it into other systems.

Exporting a custom report gives you flexibility to analyze the data in Excel or other tools, create presentations, or send reports to stakeholders who don't have system access. It's also useful for creating tailored insights that align with your business needs, and you can focus on key metrics like productivity and employee performance to make more informed decisions.

You can export as CSV or Excel format directly from the report page, making it easy to work with the data however you need.

You can easy export your custom report, if you follow the below steps:

  1. Click Reports then click Custom Reporting.

  2. Click into the required report then click Export CSV.

    • The file will download on your computer.

  3. Usually, you can find the file on your Downloads folder, open the file.

πŸ“ŒNote: You can also watch our video that presents an overview on the custom reporting feature.

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