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How to download an existing report

Looking to download some reports? Find out how to choose Excel, PDF, or view in your browser.

Updated over 2 months ago

Permissions needed:

  • Management Console

  • Management Information

1. Select Management Console > Management Information and select the report to download:
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2. The report will either download in Excel or open in a new browser tab, where you can view or download in Excel or PDF format:
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If you think you might have incorrect permissions, please message your company admin or contact your Customer Success Manager by selecting Send us a message via the help icon on your portal or by emailing [email protected].


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