Export a report instance

When viewing an instance of a report online, you can export the report to PDF, HTML, Excel formats for offline analysis.

Before you begin 

Expose all hidden fields before exporting a report instance. Otherwise, these fields might not be available in the exported report.

Procedure 

  1. Select Reports > Requests & Results.

  2. Click the Instances link, and then select the report instance you want to export.

  3. Click View.

  4. To save the report in a different format, click the Export dropdown and select PDF, HTML 5.0 or Excel.

The Excel versions that are supported for reporting are all versions higher than Excel 2003.

View unmanaged and saved instances

Delete a report instance